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| Happy Holidays!! thanks for using AUM13F!! |
| Schmidt Financial Management Inc
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| CRD # | 328247 |
| SEC # | 801-128860 |
| CIK # | |
| AUM | $445.5 M (2025-03-31) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 425-893-9195 |
| Address | 3435 Carillon Point Kirkland, WA 98033 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 17.4 |
| (b) Individuals (high net worth individuals) | 95 | 428.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 818 | 445.5 |
| By Discretionary | ||
| Discretionary | 777 | 429.0 |
| Non-Discretionary | 41 | 16.5 |
| Total | 818 | 445.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 445.5 | |
| Total | 818 | 445.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Grant/Grossmendelsohn LLC
✚
|
MD | 0.4 |
|
Sierra Ocean LLC
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CA | 0.4 |
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OR | 0.4 |
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Total Management Group Inc
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NY | 0.4 |
|
Keystone Global Partners LLC
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CO | 0.4 |
|
Ascent Capital Management LLC
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|
OR | 0.4 |
|
Townsend Asset Management Corp
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|
NC | 0.4 |
|
Heward Investment Management Inc
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|
0.4 | |
|
Shorehaven Wealth Partners LLC
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|
NJ | 0.4 |
|
Bluesphere Advisors LLC
✚
|
PA | 0.4 |