Schmidt Financial Group, Inc.
Schmidt Financial Group, Inc. (CRD# 119841) is a financial advisory firm headquartered in Kirkland, WA. They manage $475,225,164 in 1,101 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Schmidt Financial Group, Inc.
By the Numbers
-
Total Assets Under Management475MILLION
-
Total Number of Accounts1,101ACCOUNTS
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Average Account Value$431,630
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX, WA
Financial Advisors at Schmidt Financial Group, Inc.
No Advisor Found.
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