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Building 2SCHMIDT FINANCIAL MANAGEMENT

Map pinKIRKLAND, WA
Phone425-893-9195
NotebookSEC #801-128860
Total AUM
$497.5M
Employees
7
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3435 CARILLON POINT
KIRKLAND
WA 98033
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
425-893-9195

ReceiptFinancials

Total AUM
$497.5M
Accounts
827
Discretionary
$485.4M
Accounts
798
Non-Discretionary
$12.2M
Accounts
29

ContactClients

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Individual Clients
43
AUM
$15.1M
HNW Individual Clients
97
AUM
$482.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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

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