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NEWMAN DIGNAN & SHEERAR, INC
CRD 107565 · SEC 801-41412
260 WEST EXCHANGE STREET, SUITE 302, PROVIDENCE, RI, 02903, United States
Phone
401-351-4010
Fax
401-351-4011
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$731.3M
Discretionary AUM
$720.4M
Team
9 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
Org form
Corporation
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingFINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 269 | $65.1M |
| High net worth individuals | 249 | $617.1M |
| Pension/profit sharing plans | 4 | $10.5M |
| Charitable organizations | 8 | $36.9M |
| Corporations/business entities | 6 | $1.7M |
States served
CA, LA, ME, MA, NY, RI, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD