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SHAKESPEARE WEALTH MANAGEMENT, INC.
PEWAUKEE, WI
262-814-1600
SEC #801-67855Total AUM
$56.4M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
N22 W27847 EDGEWATER DRIVE
SUITE 101
PEWAUKEE
WI 53072
United States
SUITE 101
PEWAUKEE
WI 53072
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Monday - Friday
Phone
262-814-1600
Financials
Total AUM
$56.4M
Accounts
329Discretionary
$56.4M
Accounts
329Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
WI
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.