SCHMIDT FINANCIAL MANAGEMENT, INC.
Doing business as SCHMIDT FINANCIAL MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$497,527,086
Discretionary
$485,360,202
Non-discretionary
$12,166,884
Firm details
- CRD number
- 328247
- SEC file number
- 801-128860
- Main office
- KIRKLAND, WA, United States
- Employees
- 7
- SEC status
- Approved
- Website
- https://www.schmidtfm.com
- Fee structure
-
Percentage of AUM
As of October 2026.