NEWMAN DIGNAN & SHEERAR, INC

260 West Exchange Street
Suite 302
Providence, Rhode Island 02903
Tel: 401-351-4010

About NEWMAN DIGNAN & SHEERAR, INC

NEWMAN DIGNAN & SHEERAR, INC, formally registered with the SEC as NEWMAN DIGNAN & SHEERAR, INC. The firm was established in 05/07/1992. They have over 3 offices throughout the country.

NEWMAN DIGNAN & SHEERAR, INC is a Providence, Rhode Island based Financial Planning firm with nearly $612,949,879 assets under management, offering retirement planning & investment advisory services to 1042 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107565
SEC#	801-41412
Assets Managed by Firm	$612,949,879
No. of Clients	1042
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (FINANCIAL CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1042	$612,949,879
Individuals (other than high net worth individuals)	253	$75,596,835
High net worth individuals	167	$470,698,360
Pension and profit sharing plans	9	$22,798,357
Charitable organizations	14	$36,287,987
Corporations or other businesses	5	$7,568,340

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FIAM LLC 900 Salem Street Smithfield, RI, 02917	$219,221,467,379	605	168
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NAUTIC PARTNERS, LLC 50 Kennedy Plaza, 17th Floor Providence, RI, 02903-2393	$7,825,588,486	19	70
PARSONS CAPITAL MANAGEMENT INC 40 Westminster Street Ste 400 Providence, RI, 02903	$1,879,594,055	1833	21
UNISON 225 Dyer Street, 2nd Floor Providence, RI, 02903	$1,810,395,000	296	1

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