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William James Shimanek

CASTLE CREEK PARTNERS, LLC·CHICAGO, Illinois
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111 WEST JACKSON BLVD, CHICAGO, IL 60604-3523CRD# 1713029Firm CRD# 161979
01

About

William James Shimanek is a registered financial advisor based in CHICAGO, Illinois, affiliated with CASTLE CREEK PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CASTLE CREEK PARTNERS, LLC
CASTLE CREEK PARTNERS, LLC
AUM
$89M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CASTLE CREEK PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1713029
Firm CRD# 161979
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William James Shimanek offer?
William James Shimanek specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are William James Shimanek's credentials?
William James Shimanek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William James Shimanek located?
William James Shimanek is based in CHICAGO, Illinois, working with CASTLE CREEK PARTNERS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does William James Shimanek charge for services?
William James Shimanek's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTLE CREEK PARTNERS, LLC?
CASTLE CREEK PARTNERS, LLC is a registered investment adviser with the SEC, managing $89M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at CASTLE CREEK PARTNERS, LLC

Fred Owen Goldman
CHICAGO, IL
Daniel Bruce Asher
CHICAGO, IL

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