40 Jewelers Park Dr
Ste 200
Neenah, Wisconsin 54956
Tel: 920-727-1137
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC, formally registered with the SEC as SCHAPER BENZ & WISE INVESTMENT COUNSEL INC. The firm was established in 04/16/1992. They have over 1 offices throughout the country.
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC is a Neenah, Wisconsin based Financial Planning firm with nearly $1,399,324,211 assets under management, offering retirement planning & investment advisory services to 952 clients. The firm is staffed with 14 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107630 |
| SEC# | 801-39679 |
| Assets Managed by Firm | $1,399,324,211 |
| No. of Clients | 952 |
| No. of Advisors | 14 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 952 | $1,399,324,211 |
| Individuals (other than high net worth individuals) | 112 | $42,030,492 |
| High net worth individuals | 257 | $1,314,052,687 |
| Pension and profit sharing plans | 5 | $21,413,267 |
| Charitable organizations | 7 | $21,827,765 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
| $151,331,807,781 | 259 | 503 | |
| $35,460,961,000 | 350 | 64 | |
| $28,558,864,166 | 31 | 14 | |
| $14,936,427,714 | 769 | 26 |
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