Schmitz Capital Partners, LLC

Schmitz Capital Partners, LLC (CRD# 105702) is a financial advisory firm headquartered in Mill Valley, CA. They manage $104,524,238 in 232 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $450,536
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
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.

CA

Financial Advisors at Schmitz Capital Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Schmitz
CRD#: 4223919
655 Redwood Hwy, Ste 109, Mill Valley, CA 94941
83
Wealthminder
score

Michael Schmitz (CRD# 4223919) is an Investment Advisor Representative working at Schmitz Capital Partners, LLC in Mill Valley, CA and has over 12 years of experience in the finance industry.

2
Steven J. Schmitz
CRD#: 1432690
655 Redwood Hwy, Ste 109, Mill Valley, CA 94941
83
Wealthminder
score

Steven Schmitz (CRD# 1432690) is an Investment Advisor Representative working at Schmitz Capital Partners, LLC in Mill Valley, CA and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.