Newman Dignan & Sheerar Inc


Assets, Funds, Holdings

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Newman Dignan & Sheerar Inc
CRD #107565
SEC #801-41412
CIK #1566493
AUM $463.3 MM (96% Disc, 100% US, 2020-03-27)
Employees8 (75% Investors, 0% Brokers)
Address56 Exchange Terrace
Providence, RI 02903
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
WFC 107,670.0 864.0
SCHX 68.5
SDY 31.7
SPY 11.0
COF 29,960.0 9.4
SCHD 9.2
SCHZ 8.6
SCHV 7.3
TIPX 6.8
SCHG 6.6
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
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GA 0.5
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ID 0.5
Byron Financial LLC
NC 0.5
Bohmer Kilcoyne Wealth Management LLC
OH 0.5
Greenleaf Capital Management Corp
OH 0.5
Buckley Wealth Management LLC
NV 0.5
Vivid Financial Management Inc
CA 0.5
WRP Investments Inc
OH 0.5
Dorsey & Company Inc
LA 0.5
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