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| Schmidt Advisory Services Inc
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|---|---|
| CRD # | 283728 |
| SEC # | 801-120781 |
| CIK # | |
| AUM | $71.7 M (2024-10-31) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 773-774-2600 |
| Address | 450 Skokie Blvd Northbrook, IL 60062 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Robin Hood Media Lender LLC | 2022-11-08 | 0.4 | |
| HF | Catalyst Wealth Management Media Fund I LLC | 2021-03-12 | 5.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 22 | 50.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 21.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 27 | 71.7 |
| By Discretionary | ||
| Discretionary | 27 | 71.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 27 | 71.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 71.7 | |
| Total | 27 | 71.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heirloom Investment Management LLC
✚
|
0.1 | |
|
Heritage Wealth Management Inc
✚
|
MA | 0.1 |
|
Gordon Asset Management LLC
✚
|
TX | 0.1 |
|
Pope Asset Management LLC
✚
|
TN | 0.1 |
|
RGA Investment Advisors LLC
✚
|
NY | 0.1 |
|
Sumnicht & Associates LLC
✚
|
WI | 0.1 |
|
Ecofin Advisors LLC
✚
|
KS | 0.1 |
|
Ortelius Capital Partners LLC
✚
|
NY | 0.1 |
|
BRS Financial LLC
✚
|
AR | 0.1 |
|
Hudson Park Management LLC
✚
|
NY | 0.1 |