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
100 State Street South, Kirkland, WA 98033
https://schmidtadvantage.com/
By the Numbers
  • Total Assets Under Management
    475
    MILLION
  • Total Number of Accounts
    1,101
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Schmidt Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Glenda Schmidt, financial advisor Kirkland WA
Glenda S. Schmidt
CRD#: 2432132
620 Kirkland Way, Suite 205, Kirkland, WA 98033

Glenda Schmidt (CRD# 2432132) is an Investment Advisor Representative working at Schmidt Financial Group, Inc. in Kirkland, WA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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