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).
Total Assets Under Management105MILLION
Total Number of Accounts232ACCOUNTS
Average Account Value$450,536
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Michael Schmitz (CRD# 4223919) is an Investment Advisor Representative working at Schmitz Capital Partners, LLC in Mill Valley, CA and has over 13 years of experience in the finance industry.
Steven Schmitz (CRD# 1432690) is an Investment Advisor Representative working at Schmitz Capital Partners, LLC in Mill Valley, CA and has over 31 years of experience in the finance industry.