D/b/a Strategic Portfolio Management
D/b/a Strategic Portfolio Management (CRD# 109734) is a financial advisory firm headquartered in Greenwich, CT. They manage $1,822,081 in 8 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$227,760
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, FL, MN, TX
James Schmidt (CRD# 413973) is an Investment Advisor Representative working at D/b/a Strategic Portfolio Management in Greenwich, CT and has over 23 years of experience in the finance industry.