|
⚲
|
| Schmidt Jacob Aaron
✚
| |
|---|---|
| CRD # | 121034 |
| SEC # | 801-123630 |
| CIK # | |
| AUM | $153.4 MM (2024-02-14) |
| Employees | 5 (100% Investors, 80% Brokers) |
| Phone | 260-469-3218 |
| Address | 6920 Pointe Inverness Way Fort Wayne, IN 46804 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 391 | 72.4 |
| (b) Individuals (high net worth individuals) | 45 | 70.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.5 |
| (h) Charitable organizations | 1 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 8.3 |
| (n) Other | 0 | 0.0 |
| Total | 872 | 153.4 |
| By Discretionary | ||
| Discretionary | 858 | 150.7 |
| Non-Discretionary | 14 | 2.7 |
| Total | 872 | 153.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.4 | |
| Total | 872 | 153.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
WH CornerStone Investments Inc
✚
|
MA | 0.2 |
|
Enspyre Wealth Advisors Inc
✚
|
MN | 0.2 |
|
Dale Buckner Inc
✚
|
TX | 0.2 |
|
Kahler Financial Group Inc
✚
|
SD | 0.2 |
|
Mission Hills Financial Advisory LLC
✚
|
CA | 0.2 |
|
Locker Financial Services LLC
✚
|
NJ | 0.2 |
|
St Louis Financial Planners Asset Management LLC
✚
|
MO | 0.2 |
|
Del-Sette Capital Management LLC
✚
|
NY | 0.2 |
|
ENR Asset Management Incorporated
✚
|
0.2 | |
|
Team Financial Group LLC
✚
|
CA | 0.1 |