SCHMIDT FINANCIAL GROUP, INC.

SCHMIDT FINANCIAL GROUP, INC. of KIRKLAND, WA is an SEC-registered investment adviser (CRD 119841). Regulatory assets under management: $475.2M.

Registration

• CRD: 119841
• SEC file number: 801-62831
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119841 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search