Shakespeare Wealth Management is an investment advisor in Pewaukee with $301.51 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
391944977
SEC advisor number
801-92171
FINRA CRD number
111950
AUM ?
$365.44 mm
(as of 5 Jan 24)
Accounts
1,233
(as of 5 Jan 24)
Employees
7
(5 investment advisory or research)
Address
Shakespeare Wealth Management
N22 W27847 EDGEWATER DR.
PEWAUKEE
WI 53072
N22 W27847 EDGEWATER DR.
PEWAUKEE
WI 53072
Phone
262-814-1600
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Jan 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21