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Building 2SCHMIDT FINANCIAL GROUP, INC.

Map pinKIRKLAND, WA
Phone425-893-9195
NotebookSEC #801-62831
Total AUM
$475.2M
Employees
6
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 STATE STREET SOUTH
KIRKLAND
WA 98033
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
425-893-9195

ReceiptFinancials

Total AUM
$475.2M
Accounts
1,101
Discretionary
$467.6M
Accounts
954
Non-Discretionary
$7.6M
Accounts
147

ContactClients

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Individual Clients
63
AUM
$23.1M
HNW Individual Clients
113
AUM
$452.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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