R
$63.5M Total AUM
$53.7M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Inspira Financial Trust ยท LLC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-14-1994
- Office Locations
- 1
Office Locations
-- Gettysburg PA
About Robert William SHOEMAKER,III
Robert William SHOEMAKER,III is a Gettysburg-based RIA. The firm has been operating for 32 years. Managing $63.5M in total assets under management, with 1 advisory representatives. They custody assets with Inspira Financial Trust and LLC.
Team overview
-- AVG AGE
$63.5M AVG AUM / ADVISOR
$977.3K AVG AUM / CLIENT
32.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
R
ROBERT WILLIAM SHOEMAKER III
Chief Compliance Officer, Owner
- CRD
- #721489
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,741,979 | -- |
| Non-Discretionary | $9,781,394 | $225,670 |
| Total | $63,523,373 | $225,670 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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