Overview
Assets Under Management: $475 million
Headquarters: KIRKLAND, WA
High-Net-Worth Clients: 113
Average Client Assets: $4.0 million
Frequently Asked Questions
SCHMIDT FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119841), SCHMIDT FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
SCHMIDT FINANCIAL GROUP, INC. is headquartered in KIRKLAND, WA.
SCHMIDT FINANCIAL GROUP, INC. serves 113 high-net-worth clients according to their SEC filing dated April 12, 2024. View client details ↓
According to their SEC Form ADV, SCHMIDT FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SCHMIDT FINANCIAL GROUP, INC. manages $475 million in client assets according to their SEC filing dated April 12, 2024.
According to their SEC Form ADV, SCHMIDT FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.14%
Average Client Assets: $4.0 million
Total Client Accounts: 1,101
Discretionary Accounts: 954
Non-Discretionary Accounts: 147
Regulatory Filings
CRD Number: 119841
Filing ID: 1865904
Last Filing Date: 2024-04-12 17:51:00