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Building 2HIGGINS & SCHMIDT WEALTH STRATEGIES LLC

Map pinDENVER, CO
Phone(720) 287-0918
NotebookSEC #801-119622
Total AUM
$279.5M
Employees
6
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1934 MARKET STREET
DENVER
CO 80202
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(720) 287-0918

ReceiptFinancials

Total AUM
$279.5M
Accounts
861
Discretionary
$279.5M
Accounts
861
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
133
AUM
$51.7M
HNW Individual Clients
102
AUM
$226M
Corporation or Business Clients
4
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOILTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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