Newman Dignan & Sheerar Inc is a large advisory firm based in Providence. It manages $368.35 million of regulatory assets for 973 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Massachusetts, and 3 other states.
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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.