Overview
Assets Under Management: $440 million
Headquarters: PEWAUKEE, WI
High-Net-Worth Clients: 164
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 164
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,210
Discretionary Accounts: 1,210
Regulatory Filings
CRD Number: 111950
Last Filing Date: 2024-09-04 00:00:00
Website: https://shakespearewm.com