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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