Schmitz Capital Partners, LLC
Schmitz Capital Partners, LLC (CRD# 105702) is a financial advisory firm headquartered in Mill Valley, CA. They manage $106,129,683 in 250 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Schmitz Capital Partners, LLC
By the Numbers
-
Total Assets Under Management106MILLION
-
Total Number of Accounts250ACCOUNTS
-
Average Account Value$424,519
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Schmitz Capital Partners, LLC
1
Michael Schmitz (CRD# 4223919) is an Investment Advisor Representative working at Schmitz Capital Partners, LLC in Mill Valley, CA and has over 19 years of experience in the finance industry.
2
Steven Schmitz (CRD# 1432690) is an Investment Advisor Representative working at Schmitz Capital Partners, LLC in Mill Valley, CA and has over 38 years of experience in the finance industry.
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