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NEWMAN DIGNAN & SHEERAR, INC
Tel: 401-351-4010
260 West Exchange Street Suite 302
Providence, Rhode Island 02903
NEWMAN DIGNAN & SHEERAR, INC
NEWMAN DIGNAN & SHEERAR, INC is a Providence, Rhode Island based financial advisory firm with nearly $612,949,879 in assets under management and provides investment advisory services for 1042 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (FINANCIAL CONSULTING SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSET
Firm CRD#:
107565
SEC#:
801-41412
No. of Clients:
1042
Assets under Management
$612,949,879
No. of Advisors:
8
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