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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Schaper Benz & Wise Investment Counsel Inc
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|---|---|
| CRD # | 107630 |
| SEC # | 801-39679 |
| CIK # | |
| AUM | $1.6 B (2025-03-19) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 920-727-1137 |
| Address | 40 Jewelers Park Dr Neenah, WI 54956 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 38.8 |
| (b) Individuals (high net worth individuals) | 256 | 1,475.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 36.6 |
| (h) Charitable organizations | 7 | 23.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 986 | 1,574.2 |
| By Discretionary | ||
| Discretionary | 978 | 1,551.9 |
| Non-Discretionary | 8 | 22.2 |
| Total | 986 | 1,574.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,574.2 | |
| Total | 986 | 1,574.2 |
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|---|---|---|
|
Fourthought Financial Partners LLC
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|
FL | 1.6 |
|
Cullinan Associates Inc
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KY | 1.6 |
|
Orleans Capital Management Corp
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LA | 1.6 |
|
Ethos Financial Group LLC
✚
|
PA | 1.6 |
|
Wealthplan Investment Management LLC
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|
NE | 1.6 |
|
Financial Security Advisory Inc
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VA | 1.6 |
|
Financial Synergies Wealth Advisors Inc
✚
|
TX | 1.6 |
|
A&M Private Wealth Partners LLC
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|
FL | 1.6 |
|
XP Advisory US Inc
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|
FL | 1.6 |
|
Marco Investment Management LLC
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|
GA | 1.6 |