CRD: 296758
Shinneman Wealth Group
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fifth Third Bank · Voya Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-22-2018
- Office Locations
- 1
Office Locations
About Shinneman Wealth Group
Shinneman Wealth Group is a Northbrook, IL boutique RIA providing financial planning and investment management through its “Purposeful Planning Process,” with an emphasis on retirement planning for retirees and business owners. Portfolios commonly use ETFs alongside cash and investment-grade fixed income, and the firm’s custody relationships include Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES VICTOR SHINNEMAN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, President
- CRD
- #5949039
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JULIA BRITTANY SHINNEMAN
--
- CRD
- #8040643
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,326,016 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,326,016 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing