NEWMAN DIGNAN & SHEERAR, INC
CRD #107565 SEC #801-41412 PROVIDENCE, RI 401-351-4010
SEC Registered
Total AUM
$669.2M
Discretionary
$646.3M
Employees
8
Clients
25
Accounts
1,081
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $669.2M | $646.3M | $22.9M | 8 | 0 |
| Mar 2025 | $669.2M | $646.3M | $22.9M | 8 | 0 |
| Dec 2024 | $612.9M | $588.6M | $24.4M | 8 | 0 |
| Mar 2024 | $612.9M | $588.6M | $24.4M | 8 | 0 |
| Mar 2024 | $612.9M | $588.6M | $24.4M | 8 | 0 |
| Nov 2023 | $537.8M | $526M | $11.8M | 8 | 0 |
| Mar 2023 | $537.8M | $526M | $11.8M | 8 | 0 |
| Mar 2023 | $537.8M | $526M | $11.8M | 8 | 0 |
| Nov 2022 | $606.3M | $587.2M | $19.1M | 8 | 0 |
| Apr 2022 | $606.3M | $587.2M | $19.1M | 8 | 0 |
| Mar 2022 | $606.3M | $587.2M | $19.1M | 8 | 0 |
| Mar 2021 | $541.8M | $524.5M | $17.2M | 8 | 4 |
| Mar 2021 | $541.8M | $524.5M | $17.2M | 8 | 4 |
| Jun 2020 | $463.3M | $446.4M | $17M | 8 | 3 |
| Mar 2020 | $463.3M | $446.4M | $17M | 8 | 3 |
| Mar 2019 | $383.3M | $368.4M | $14.9M | 8 | 0 |
| Aug 2018 | $403.7M | $388.1M | $15.6M | 8 | 5 |
| Mar 2018 | $403.7M | $388.1M | $15.6M | 8 | 5 |
| Sep 2017 | $393.4M | $378.7M | $14.7M | 9 | 600 |
| Aug 2017 | $393.4M | $378.7M | $14.7M | 9 | 600 |
| Mar 2017 | $393.4M | $378.7M | $14.7M | 9 | 600 |
| Mar 2016 | $338.5M | $324.7M | $13.9M | 9 | 400 |
| Sep 2015 | $368.3M | $354.1M | $14.3M | 6 | 400 |
| Mar 2015 | $368.3M | $354.1M | $14.3M | 6 | 400 |
| Oct 2014 | $375.6M | $361.9M | $13.7M | 6 | 400 |
| Jun 2014 | $375.6M | $361.9M | $13.7M | 6 | 400 |
| Mar 2014 | $375.6M | $361.9M | $13.7M | 6 | 400 |
| Dec 2013 | $313.7M | $301.6M | $12.1M | 7 | 400 |
| Mar 2013 | $313.7M | $301.6M | $12.1M | 7 | 400 |
| Oct 2012 | $317.6M | $291.8M | $25.8M | 6 | 400 |
| Mar 2012 | $317.6M | $291.8M | $25.8M | 6 | 400 |
| Dec 2011 | $312.7M | $282.3M | $30.4M | 6 | 251 |
| Mar 2011 | $312.7M | $282.3M | $30.4M | 10 | -- |
| Mar 2011 | $302.2M | $271.8M | $30.3M | 10 | -- |
| May 2010 | $302.2M | $271.8M | $30.3M | 10 | -- |
| Mar 2008 | $317.6M | $300.1M | $17.5M | 10 | -- |
| Mar 2007 | $303.7M | $290.2M | $13.5M | 10 | -- |
| Mar 2006 | $218.1M | $205.5M | $12.6M | 10 | -- |
| Mar 2004 | $176.5M | $164.5M | $12M | 10 | -- |
| Dec 2003 | $129.8M | $116.2M | $13.6M | 10 | -- |
| Apr 2002 | $164.5M | $149.1M | $15.4M | 5 | -- |
DateMar 2025
Total AUM$669.2M
Discretionary$646.3M
Non-Disc.$22.9M
Employees8
Clients0
DateMar 2025
Total AUM$669.2M
Discretionary$646.3M
Non-Disc.$22.9M
Employees8
Clients0
DateDec 2024
Total AUM$612.9M
Discretionary$588.6M
Non-Disc.$24.4M
Employees8
Clients0
DateMar 2024
Total AUM$612.9M
Discretionary$588.6M
Non-Disc.$24.4M
Employees8
Clients0
DateMar 2024
Total AUM$612.9M
Discretionary$588.6M
Non-Disc.$24.4M
Employees8
Clients0
DateNov 2023
Total AUM$537.8M
Discretionary$526M
Non-Disc.$11.8M
Employees8
Clients0
DateMar 2023
Total AUM$537.8M
Discretionary$526M
Non-Disc.$11.8M
Employees8
Clients0
DateMar 2023
Total AUM$537.8M
Discretionary$526M
Non-Disc.$11.8M
Employees8
Clients0
DateNov 2022
Total AUM$606.3M
Discretionary$587.2M
Non-Disc.$19.1M
Employees8
Clients0
DateApr 2022
Total AUM$606.3M
Discretionary$587.2M
Non-Disc.$19.1M
Employees8
Clients0
DateMar 2022
Total AUM$606.3M
Discretionary$587.2M
Non-Disc.$19.1M
Employees8
Clients0
DateMar 2021
Total AUM$541.8M
Discretionary$524.5M
Non-Disc.$17.2M
Employees8
Clients4
DateMar 2021
Total AUM$541.8M
Discretionary$524.5M
Non-Disc.$17.2M
Employees8
Clients4
DateJun 2020
Total AUM$463.3M
Discretionary$446.4M
Non-Disc.$17M
Employees8
Clients3
DateMar 2020
Total AUM$463.3M
Discretionary$446.4M
Non-Disc.$17M
Employees8
Clients3
DateMar 2019
Total AUM$383.3M
Discretionary$368.4M
Non-Disc.$14.9M
Employees8
Clients0
DateAug 2018
Total AUM$403.7M
Discretionary$388.1M
Non-Disc.$15.6M
Employees8
Clients5
DateMar 2018
Total AUM$403.7M
Discretionary$388.1M
Non-Disc.$15.6M
Employees8
Clients5
DateSep 2017
Total AUM$393.4M
Discretionary$378.7M
Non-Disc.$14.7M
Employees9
Clients600
DateAug 2017
Total AUM$393.4M
Discretionary$378.7M
Non-Disc.$14.7M
Employees9
Clients600
DateMar 2017
Total AUM$393.4M
Discretionary$378.7M
Non-Disc.$14.7M
Employees9
Clients600
DateMar 2016
Total AUM$338.5M
Discretionary$324.7M
Non-Disc.$13.9M
Employees9
Clients400
DateSep 2015
Total AUM$368.3M
Discretionary$354.1M
Non-Disc.$14.3M
Employees6
Clients400
DateMar 2015
Total AUM$368.3M
Discretionary$354.1M
Non-Disc.$14.3M
Employees6
Clients400
DateOct 2014
Total AUM$375.6M
Discretionary$361.9M
Non-Disc.$13.7M
Employees6
Clients400
DateJun 2014
Total AUM$375.6M
Discretionary$361.9M
Non-Disc.$13.7M
Employees6
Clients400
DateMar 2014
Total AUM$375.6M
Discretionary$361.9M
Non-Disc.$13.7M
Employees6
Clients400
DateDec 2013
Total AUM$313.7M
Discretionary$301.6M
Non-Disc.$12.1M
Employees7
Clients400
DateMar 2013
Total AUM$313.7M
Discretionary$301.6M
Non-Disc.$12.1M
Employees7
Clients400
DateOct 2012
Total AUM$317.6M
Discretionary$291.8M
Non-Disc.$25.8M
Employees6
Clients400
DateMar 2012
Total AUM$317.6M
Discretionary$291.8M
Non-Disc.$25.8M
Employees6
Clients400
DateDec 2011
Total AUM$312.7M
Discretionary$282.3M
Non-Disc.$30.4M
Employees6
Clients251
DateMar 2011
Total AUM$312.7M
Discretionary$282.3M
Non-Disc.$30.4M
Employees10
Clients--
DateMar 2011
Total AUM$302.2M
Discretionary$271.8M
Non-Disc.$30.3M
Employees10
Clients--
DateMay 2010
Total AUM$302.2M
Discretionary$271.8M
Non-Disc.$30.3M
Employees10
Clients--
DateMar 2008
Total AUM$317.6M
Discretionary$300.1M
Non-Disc.$17.5M
Employees10
Clients--
DateMar 2007
Total AUM$303.7M
Discretionary$290.2M
Non-Disc.$13.5M
Employees10
Clients--
DateMar 2006
Total AUM$218.1M
Discretionary$205.5M
Non-Disc.$12.6M
Employees10
Clients--
DateMar 2004
Total AUM$176.5M
Discretionary$164.5M
Non-Disc.$12M
Employees10
Clients--
DateDec 2003
Total AUM$129.8M
Discretionary$116.2M
Non-Disc.$13.6M
Employees10
Clients--
DateApr 2002
Total AUM$164.5M
Discretionary$149.1M
Non-Disc.$15.4M
Employees5
Clients--