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SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
NEENAH, WI
920-727-1137
SEC #801-39679Total AUM
$1.8B
Employees
15Clients
403Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
40 JEWELERS PARK DR
STE 200
NEENAH
WI 54956
United States
STE 200
NEENAH
WI 54956
United States
Operating Hours
8:30AM TO 4:30PM (MONDAY - THURSDAY); 8:30AM TO 3:30PM (FRIDAY)
Monday - Friday
Monday - Friday
Phone
920-727-1137
Financials
Total AUM
$1.8B
Accounts
1,077Discretionary
$1.7B
Accounts
1,069Non-Discretionary
$23.8M
Accounts
8
Clients
Individual Clients
111AUM
$34M
HNW Individual Clients
277AUM
$1.7B
Pension/Profit Sharing Plan Clients
6AUM
$26.1M
Charitable Organization Clients
7AUM
$25.5M
Corporation or Business Clients
2AUM
$835.1K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY WEALTH COUNSELING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLGAILMNNCNENHNYSCTXUTWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.