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Home > Retirement Planners > colorado > denver > HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
1934 Market Street
Denver, Colorado 80202
Tel: (720) 287-0918
About HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC, formally registered with the SEC as HIGGINS & SCHMIDT WEALTH STRATEGIES LLC. The firm was established in 10/09/2020. They have over 1 offices throughout the country.
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC is a Denver, Colorado based Financial Planning firm with nearly $184,842,898 assets under management, offering retirement planning & investment advisory services to 805 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286063 |
| SEC# | 801-119622 |
| Assets Managed by Firm | $184,842,898 |
| No. of Clients | 805 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 805 | $184,842,898 |
| Individuals (other than high net worth individuals) | 133 | $53,645,119 |
| High net worth individuals | 72 | $130,461,648 |
| Charitable organizations | 3 | $736,131 |
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