Robert William Shoemaker,III
Firm details
- Headquarters
- ,
- CRD number
- 128852
- Custodians
- CUSTODY OF INVESTMENT ASSETS FOR CLIENTS
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI75.49%
- Individuals22.53%
- Charitable Organizations1.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Robert William Shoemaker,III operates as a sole proprietorship and is registered as an independent RIA. The practice serves both individual & family clients and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and institutions. Compensation is primarily fee-based, charged as a percentage of assets under management and, in some cases, hourly fees. The adviser is not positioned as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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 Funds86%
- Exchange Traded Equities8%
- Cash & Cash Equivalents4%
- Non-Investment Grade Corp Bonds2%
Contacts
1 of 1Robert Shoemaker
Investment Advisor RepresentativeCRD 721489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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