# SCHMIDT FINANCIAL GROUP, INC.

SCHMIDT FINANCIAL GROUP, INC. of KIRKLAND, WA is an SEC-registered investment adviser.

## Registration

- CRD: 119841
- Type: SEC-registered investment adviser
- SEC file number: 801-62831
- Location: 620 KIRKLAND WAY, SUITE 205, KIRKLAND, WA, 98033
- Phone: 425-893-9195
- Latest filing: 2024-04-12
- Regulatory AUM: $475.2M
- Discretionary AUM: $467.6M
- Non-discretionary AUM: $7.6M
- Clients: 6
- Accounts: 1,101

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| SCHMIDT GLENDA SUE | FOUNDER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| COX PAUL IRVIN | CHIEF COMPLIANCE OFFICER | — |
| SCHMIDT EVAN TODD | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119841/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119841/similar
- Related entities: https://search.stillhousedata.com/firm/119841/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119841

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.