Newman Dignan & Sheerar Inc (Providence)

Newman Dignan & Sheerar provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and financial consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Newman Dignan & Sheerar: assets under management

The assets under management (AUM) of Newman Dignan & Sheerar Inc is $368.35 million. The firm's AUM has grown by 104% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $354.09 million in discretionary accounts and $14.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $368.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.19 million.

Newman Dignan & Sheerar has custody of $12.62 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Newman Dignan & Sheerar Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Providence

The principal office where Newman Dignan & Sheerar Inc performs its advisory services is located at 56 Exchange Terrace, Providence, RI 02903, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 401-351-4010 or by fax 401-351-4011. The normal business hours are 8:00 - 4:30 on Monday - Friday. You can find more information about the New York firm at newmandignan.com.

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