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Building 2SCHMITZ CAPITAL PARTNERS, LLC

Map pinMILL VALLEY, CA
Phone415-381-9075
NotebookSEC #801-33527
Total AUM
$132M
Employees
2
Clients
223

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
655 REDWOOD HWY
STE 109
MILL VALLEY
CA 94941
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
415-381-9075

ReceiptFinancials

Total AUM
$132M
Accounts
288
Discretionary
$132M
Accounts
288
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$27.9M
HNW Individual Clients
207
AUM
$104.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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