Schmitz Capital Partners, LLC
Schmitz Capital Partners, LLC (CRD# 105702) is a financial advisory firm headquartered in Mill Valley, CA. They manage $115,016,831 in 197 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 Management115MILLION
-
Total Number of Accounts197ACCOUNTS
-
Average Account Value$583,842
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 20 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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