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SCHMIDT FINANCIAL MANAGEMENT

Tel: 425-893-9195
3435 Carillon Point
Kirkland, Washington  98033

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SCHMIDT FINANCIAL MANAGEMENT

SCHMIDT FINANCIAL MANAGEMENT is a Kirkland, Washington based financial advisory firm with nearly $412,098,817 in assets under management and provides investment advisory services for 699 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

328247

SEC#:

801-128860

No. of Clients:

699

Assets under Management

$412,098,817

No. of Advisors:

6

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