Schmidt, Scotland

Schmidt, Scotland (CRD# 307269) is a financial advisory firm headquartered in , . They manage $18,573,265 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $2,321,658
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WY

Financial Advisors at Schmidt, Scotland
Showing 1 - 1 of 1 top financial advisors.
1
Scotland Schmidt, financial advisor San Diego CA
Scotland C. Schmidt
CRD#: 6146107
San Diego, CA

Scotland Schmidt (CRD# 6146107) is an Investment Advisor Representative working at Schmidt, Scotland in San Diego, CA and has over 11 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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