Investment adviser · CRD 128852

ROBERT WILLIAM SHOEMAKER,III

Investment adviser filing (IA)

CONCORD, MA, United States · Form ADV filed May 8, 2012

Regulatory AUM
$36.6M
Form ADV · Item 5.F
Client accounts
162
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 8, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

28 JUNCTION SQUARE
CONCORD, MA, 01742, United States

CRD 128852

Filing source

Form ADV 645349 · May 8, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.