Robert William Shoemaker,III
Firm details
- Headquarters
- ,
- CRD number
- 128852
- Custodians
- CUSTODY OF INVESTMENT ASSETS FOR CLIENTS
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI75.49%
- Individuals22.53%
- Charitable Organizations1.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Robert William Shoemaker, III operates as a sole proprietorship and is registered as an independent registered investment adviser. The practice serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management services for individuals, small businesses, and larger business or institutional accounts. Compensation is primarily fee-based, combining a percentage-of-assets-under-management schedule with the option for hourly billing. The adviser does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities8%
- Cash & Cash Equivalents4%
- Non-Investment Grade Corp Bonds2%
Contacts
1 of 1Robert Shoemaker
Investment Advisor RepresentativeCRD 721489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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