NEWMAN DIGNAN & SHEERAR, INC
Firm details
- Headquarters
- PROVIDENCE, Rhode Island
- CRD number
- 107565
- Registered since
- May 7, 1992
- Website
- www.newmandignan.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI84.38%
- Individuals8.9%
- Charitable Organizations5.05%
- Pension & Profit Sharing Plans1.43%
- Corporations / Businesses0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Newman Dignan & Sheerar, Inc. is an independent registered investment adviser operating as a corporation and SEC-registered since 1992. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities28%
- Cash & Cash Equivalents9%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
3 of 6JOHN SHEERAR
PrincipalCRD 4366716
EDWARD BUXTON
PrincipalCRD 4549995
WILLIAM NEWMAN
Principal & Co-FounderCRD 2204538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 98Active vs passive
$317M in ETFs
65%
$205M
34%
$112M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $40M | 1,559,842 | 12.63% |
Location
PROVIDENCE, RI
PROVIDENCE
Location
PROVIDENCE, RI
Headquartered in PROVIDENCE, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- PROVIDENCE
- Address
- 260 W Exchange St
- Time zone
- ET (UTC-5)
- Office locations
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