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ROBERT WILLIAM SHOEMAKER,III
CONCORD, MA
978-371-2282
SEC #801-69115Total AUM
$36.6M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
28 JUNCTION SQUARE
CONCORD
MA 01742
United States
CONCORD
MA 01742
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
978-371-2282
Financials
Total AUM
$36.6M
Accounts
162Discretionary
$0
Accounts
0Non-Discretionary
$36.6M
Accounts
162
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Felony ConvictionLicense Revocation/SuspensionSRO Rule Violation
State Registrations
MA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.