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Peter Kennett Shagory

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC·MILWAUKEE, Wisconsin
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
777 EAST WISCONSIN AVENUE, MILWAUKEE, WI 53202-5391CRD# 2244051Firm CRD# 145166

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Kennett Shagory · MILWAUKEE, WI
Registration
CRD #2244051 · BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Peter Kennett Shagory is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
AUM
$2M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2244051
Firm CRD# 145166
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Kennett Shagory offer?
Peter Kennett Shagory specializes in Retirement Planning. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Peter Kennett Shagory's credentials?
Peter Kennett Shagory is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Kennett Shagory located?
Peter Kennett Shagory is based in MILWAUKEE, Wisconsin, working with BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Peter Kennett Shagory charge for services?
Peter Kennett Shagory'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 BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC?
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC has approximately 10 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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