P. J. SCHMIDT INVESTMENT MANAGEMENT, INC
Legal name: PJS INVESTMENT MANAGEMENT
CRD #104701 SEC #801-16815 CEDARBURG, WI 262-377-0484
SEC Registered
Total AUM
$787.3M
Discretionary
$765.8M
Employees
17
Clients
101
Accounts
1,320
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $787.3M | $765.8M | $21.5M | 17 | 0 |
| Oct 2024 | $720.3M | $700.6M | $19.7M | 15 | 0 |
| Mar 2024 | $720.3M | $700.6M | $19.7M | 15 | 0 |
| Nov 2023 | $637.5M | $612.7M | $24.9M | 15 | 0 |
| Mar 2023 | $637.5M | $612.7M | $24.9M | 15 | 0 |
| Mar 2022 | $764.5M | $737.6M | $27M | 14 | 0 |
| Mar 2021 | $652.5M | $626.5M | $26M | 15 | 0 |
| Jun 2020 | $599.1M | $574.4M | $24.7M | 14 | 0 |
| Mar 2020 | $599.1M | $574.4M | $24.7M | 14 | 0 |
| Mar 2019 | $509M | $488M | $21M | 14 | 0 |
| Mar 2018 | $546.2M | $523.2M | $23M | 10 | 0 |
| Mar 2017 | $457.8M | $436.5M | $21.4M | 11 | 300 |
| Mar 2016 | $434M | $412.4M | $21.6M | 11 | 300 |
| Mar 2016 | $434M | $412.4M | $21.6M | 11 | 300 |
| Dec 2015 | $448.9M | $428.2M | $20.7M | 11 | 300 |
| Mar 2015 | $448.9M | $428.2M | $20.7M | 11 | 300 |
| Sep 2014 | $434.1M | $413.5M | $20.6M | 11 | 300 |
| Mar 2014 | $434.1M | $413.5M | $20.6M | 11 | 300 |
| Mar 2013 | $392.7M | $374.5M | $18.2M | 9 | 300 |
| Oct 2012 | $393.7M | $375.3M | $18.4M | 6 | 300 |
| Mar 2012 | $391M | $370M | $21M | 6 | 300 |
| Mar 2009 | $338.3M | $322M | $16.3M | 10 | -- |
| Mar 2008 | $416.8M | $390.8M | $26M | 10 | -- |
| Mar 2007 | $390.1M | $363.7M | $26.4M | 10 | -- |
| Mar 2006 | $388.6M | $363.5M | $25.1M | 10 | -- |
| Sep 2005 | $353.6M | $328M | $25.6M | 10 | -- |
| Mar 2002 | $293M | $268.2M | $24.7M | 10 | -- |
DateMar 2025
Total AUM$787.3M
Discretionary$765.8M
Non-Disc.$21.5M
Employees17
Clients0
DateOct 2024
Total AUM$720.3M
Discretionary$700.6M
Non-Disc.$19.7M
Employees15
Clients0
DateMar 2024
Total AUM$720.3M
Discretionary$700.6M
Non-Disc.$19.7M
Employees15
Clients0
DateNov 2023
Total AUM$637.5M
Discretionary$612.7M
Non-Disc.$24.9M
Employees15
Clients0
DateMar 2023
Total AUM$637.5M
Discretionary$612.7M
Non-Disc.$24.9M
Employees15
Clients0
DateMar 2022
Total AUM$764.5M
Discretionary$737.6M
Non-Disc.$27M
Employees14
Clients0
DateMar 2021
Total AUM$652.5M
Discretionary$626.5M
Non-Disc.$26M
Employees15
Clients0
DateJun 2020
Total AUM$599.1M
Discretionary$574.4M
Non-Disc.$24.7M
Employees14
Clients0
DateMar 2020
Total AUM$599.1M
Discretionary$574.4M
Non-Disc.$24.7M
Employees14
Clients0
DateMar 2019
Total AUM$509M
Discretionary$488M
Non-Disc.$21M
Employees14
Clients0
DateMar 2018
Total AUM$546.2M
Discretionary$523.2M
Non-Disc.$23M
Employees10
Clients0
DateMar 2017
Total AUM$457.8M
Discretionary$436.5M
Non-Disc.$21.4M
Employees11
Clients300
DateMar 2016
Total AUM$434M
Discretionary$412.4M
Non-Disc.$21.6M
Employees11
Clients300
DateMar 2016
Total AUM$434M
Discretionary$412.4M
Non-Disc.$21.6M
Employees11
Clients300
DateDec 2015
Total AUM$448.9M
Discretionary$428.2M
Non-Disc.$20.7M
Employees11
Clients300
DateMar 2015
Total AUM$448.9M
Discretionary$428.2M
Non-Disc.$20.7M
Employees11
Clients300
DateSep 2014
Total AUM$434.1M
Discretionary$413.5M
Non-Disc.$20.6M
Employees11
Clients300
DateMar 2014
Total AUM$434.1M
Discretionary$413.5M
Non-Disc.$20.6M
Employees11
Clients300
DateMar 2013
Total AUM$392.7M
Discretionary$374.5M
Non-Disc.$18.2M
Employees9
Clients300
DateOct 2012
Total AUM$393.7M
Discretionary$375.3M
Non-Disc.$18.4M
Employees6
Clients300
DateMar 2012
Total AUM$391M
Discretionary$370M
Non-Disc.$21M
Employees6
Clients300
DateMar 2009
Total AUM$338.3M
Discretionary$322M
Non-Disc.$16.3M
Employees10
Clients--
DateMar 2008
Total AUM$416.8M
Discretionary$390.8M
Non-Disc.$26M
Employees10
Clients--
DateMar 2007
Total AUM$390.1M
Discretionary$363.7M
Non-Disc.$26.4M
Employees10
Clients--
DateMar 2006
Total AUM$388.6M
Discretionary$363.5M
Non-Disc.$25.1M
Employees10
Clients--
DateSep 2005
Total AUM$353.6M
Discretionary$328M
Non-Disc.$25.6M
Employees10
Clients--
DateMar 2002
Total AUM$293M
Discretionary$268.2M
Non-Disc.$24.7M
Employees10
Clients--