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).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • 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
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

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 J. Schmitz
CRD#: 1432690
655 Redwood Hwy, Ste 109, Mill Valley, CA 94941

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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