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SCHMITZ CAPITAL PARTNERS, LLC

Tel: 415-381-9075
655 Redwood Hwy
Ste 109
Mill Valley, California  94941

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SCHMITZ CAPITAL PARTNERS, LLC

SCHMITZ CAPITAL PARTNERS, LLC is a Mill Valley, California based financial advisory firm with nearly $115,016,831 in assets under management and provides investment advisory services for 197 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Firm CRD#:

105702

SEC#:

801-33527

No. of Clients:

197

Assets under Management

$115,016,831

No. of Advisors:

2

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