Question 1

What services does Peter Kennett Shagory offer?

Accepted Answer

Peter Kennett Shagory specializes in Retirement Planning. Contact their office in MILWAUKEE, Wisconsin for a consultation.

Question 2

What are Peter Kennett Shagory's credentials?

Accepted Answer

Peter Kennett Shagory is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Peter Kennett Shagory located?

Accepted Answer

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.

Question 4

How does Peter Kennett Shagory charge for services?

Accepted Answer

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.

Question 5

How large is BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC?

Accepted Answer

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.

Peter Kennett Shagory

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