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Shimkus, Peter Edward (Southborough)


Shimkus, Peter Edward is an adviser based in Southborough. It manages $43.52 million of regulatory assets for 209 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Massachusetts, and New Hampshire.

Shimkus, Peter Edward provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Shimkus, Peter Edward: assets under management

The assets under management (AUM) of Shimkus, Peter Edward is $43.52 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $43.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $208.23 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shimkus, Peter Edward for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Southborough

The principal office where Shimkus, Peter Edward performs its advisory services is located at 8 Lynbrook Road, Southborough, MA 01772 1428, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508 414 2438 or by fax 508 460 9245. The normal business hours are 6 am to 4 pm on Monday - Friday.


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