Newman Dignan & Sheerar, Inc
Newman Dignan & Sheerar, Inc is an SEC-registered wealth manager in Providence, RI with $731.3M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Newman Dignan & Sheerar, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107565, SEC 801-41412, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $731.3M (2026-05-06)
- Firm type
- Wealth Manager
- Location
- Providence, RI
- Employees
- 9
- Clients
- 536
- CRD
- 107565
- Ownership
- NEWMAN, WILLIAM; SHEERAR, JOHN, PAUL; CAVANAGH, RICHARD, EDWARD; DIGNAN, PAUL, JOSEPH
How much AUM does Newman Dignan & Sheerar, Inc have?
Newman Dignan & Sheerar, Inc reported $731.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Newman Dignan & Sheerar, Inc?
Disclosed owners and executives of Newman Dignan & Sheerar, Inc include NEWMAN, WILLIAM, SHEERAR, JOHN, PAUL, CAVANAGH, RICHARD, EDWARD, DIGNAN, PAUL, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.