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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $227,760
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, MN, TX

Financial Advisors at D/b/a Strategic Portfolio Management
Showing 1 - 1 of 1 top financial advisors.
1
James H. Schmidt
CRD#: 413973
Greenwich, CT
73
Wealthminder
score

James Schmidt (CRD# 413973) is an Investment Advisor Representative working at D/b/a Strategic Portfolio Management in Greenwich, CT and has over 21 years of experience in the finance industry.

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