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SCHMIDT FINANCIAL MANAGEMENT
3435 Carillon Point
Kirkland, Washington 98033
Tel: 425-893-9195
About SCHMIDT FINANCIAL MANAGEMENT
SCHMIDT FINANCIAL MANAGEMENT, formally registered with the SEC as SCHMIDT FINANCIAL MANAGEMENT. The firm was established in 09/29/2023. They have over 1 offices throughout the country.
SCHMIDT FINANCIAL MANAGEMENT is a Kirkland, Washington based Financial Planning firm with nearly $412,098,817 assets under management, offering retirement planning & investment advisory services to 699 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328247 |
| SEC# | 801-128860 |
| Assets Managed by Firm | $412,098,817 |
| No. of Clients | 699 |
| No. of Advisors | 6 |
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 | 699 | $412,098,817 |
| Individuals (other than high net worth individuals) | 41 | $12,696,389 |
| High net worth individuals | 94 | $399,402,428 |
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