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| Higgins & Schmidt Wealth Strategies LLC
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| |
|---|---|
| CRD # | 286063 |
| SEC # | 801-119622 |
| CIK # | |
| AUM | $184.8 MM (2024-03-14) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 720-287-0918 |
| Address | 1934 Market Street Denver, CO 80202 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 53.6 |
| (b) Individuals (high net worth individuals) | 72 | 130.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 805 | 184.8 |
| By Discretionary | ||
| Discretionary | 805 | 184.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 805 | 184.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.8 | |
| Total | 805 | 184.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Peterson Wealth Management LLC
✚
|
NV | 0.2 |
|
Nuclo Wealth LLC
✚
|
TX | 0.2 |
|
WJ Wealth Management LLC
✚
|
AZ | 0.2 |
|
Crown Oak Advisors LLC
✚
|
CA | 0.2 |
|
Garrison Point Advisors LLC
✚
|
CA | 0.2 |
|
Petrovic Financial Solutions LLC
✚
|
KS | 0.2 |
|
Selkirk Wealth Advisors LLC
✚
|
WA | 0.2 |
|
Forest Asset Management LLC
✚
|
IL | 0.2 |
|
Omnistar Financial Group Inc
✚
|
NC | 0.2 |
|
Fingerlakes Wealth Management Inc
✚
|
NY | 0.2 |