Investment adviser · CRD 119841
SCHMIDT FINANCIAL GROUP, INC.
Investment adviser filing (IA)
KIRKLAND, WA, United States · Form ADV filed Apr 12, 2024
- Regulatory AUM
- $475M Form ADV · Item 5.F
- Client accounts
- 1,101 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 113 | $452,119,055 | 95.1% |
| Individuals | 63 | $23,106,109 | 4.9% |
Filing source
Form ADV 1865904 · Apr 12, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 12, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
100 STATE STREET SOUTHKIRKLAND, WA, 98033, United States
CRD 119841
Filing source
Form ADV 1865904 · Apr 12, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.