Shimkus, Peter E
RIASEC Registered
Total AUM
$26.4M
Discretionary
$26.4M
100% of AUM
Avg account
$528K
Accounts
50
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 130080
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI92.79%
- Individuals7.21%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Shimkus, Peter E. is a sole proprietorship run by Peter E. Shimkus that serves individual and family clients and small-business portfolios. The practice operates as a registered representative of a broker-dealer while also providing portfolio management services for individuals and small businesses. Compensation is a mix of asset-based fees and commissions. The adviser does not identify as an active ESG investor and is not flagged as a multi-state or institutional capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents9%
Contacts
1 of 1Peter Shimkus
Owner/sole ProprietorCRD 422174
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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