SCHMIDT FINANCIAL GROUP, INC.
CRD #119841 SEC #801-62831 KIRKLAND, WA 425-893-9195
SEC Registered
Total AUM
$416.8M
Discretionary
$405.6M
Employees
5
Clients
101
Accounts
1,127
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $475.2M | $467.6M | $7.6M | 6 | 0 |
| Mar 2024 | $475.2M | $467.6M | $7.6M | 6 | 0 |
| Feb 2024 | $416.8M | $405.6M | $11.1M | 5 | 0 |
| Mar 2023 | $416.8M | $405.6M | $11.1M | 5 | 0 |
| Mar 2022 | $481.7M | $461M | $20.7M | 5 | 0 |
| Mar 2021 | $474.6M | $474.6M | $0 | 4 | 0 |
| Jun 2020 | $414M | $414M | $0 | 4 | 0 |
| Mar 2020 | $414M | $414M | $0 | 4 | 0 |
| Mar 2019 | $361.5M | $361.5M | $0 | 3 | 0 |
| Oct 2018 | $379.2M | $379.2M | $0 | 3 | 0 |
| Mar 2018 | $379.2M | $379.2M | $0 | 3 | 0 |
| Mar 2017 | $314.1M | $314.1M | $0 | 3 | 200 |
| Feb 2016 | $386M | $0 | $386M | 4 | 200 |
| Mar 2015 | $376.1M | $0 | $376.1M | 4 | 200 |
| Mar 2014 | $338.3M | $0 | $338.3M | 4 | 200 |
| Mar 2013 | $283M | $0 | $283M | 4 | 200 |
| Feb 2013 | $283M | $0 | $283M | 4 | 200 |
| Sep 2012 | $266M | $0 | $266M | 1 | 200 |
| Jul 2012 | $266M | $0 | $266M | 1 | 200 |
| Mar 2012 | $266M | $0 | $266M | 1 | 200 |
| Jan 2008 | $233.4M | $233.4M | $0 | 5 | -- |
| Apr 2007 | $212.4M | $0 | $212.4M | 5 | -- |
| Mar 2007 | $212.4M | $0 | $212.4M | 5 | -- |
| Mar 2006 | $205M | $0 | $205M | 5 | -- |
| Nov 2005 | $186.5M | $0 | $186.5M | 5 | -- |
| Oct 2005 | $186.5M | $0 | $186.5M | 5 | -- |
| Dec 2004 | $152.4M | $0 | $152.4M | 5 | -- |
DateApr 2024
Total AUM$475.2M
Discretionary$467.6M
Non-Disc.$7.6M
Employees6
Clients0
DateMar 2024
Total AUM$475.2M
Discretionary$467.6M
Non-Disc.$7.6M
Employees6
Clients0
DateFeb 2024
Total AUM$416.8M
Discretionary$405.6M
Non-Disc.$11.1M
Employees5
Clients0
DateMar 2023
Total AUM$416.8M
Discretionary$405.6M
Non-Disc.$11.1M
Employees5
Clients0
DateMar 2022
Total AUM$481.7M
Discretionary$461M
Non-Disc.$20.7M
Employees5
Clients0
DateMar 2021
Total AUM$474.6M
Discretionary$474.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$414M
Discretionary$414M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$414M
Discretionary$414M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$361.5M
Discretionary$361.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$379.2M
Discretionary$379.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$379.2M
Discretionary$379.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$314.1M
Discretionary$314.1M
Non-Disc.$0
Employees3
Clients200
DateFeb 2016
Total AUM$386M
Discretionary$0
Non-Disc.$386M
Employees4
Clients200
DateMar 2015
Total AUM$376.1M
Discretionary$0
Non-Disc.$376.1M
Employees4
Clients200
DateMar 2014
Total AUM$338.3M
Discretionary$0
Non-Disc.$338.3M
Employees4
Clients200
DateMar 2013
Total AUM$283M
Discretionary$0
Non-Disc.$283M
Employees4
Clients200
DateFeb 2013
Total AUM$283M
Discretionary$0
Non-Disc.$283M
Employees4
Clients200
DateSep 2012
Total AUM$266M
Discretionary$0
Non-Disc.$266M
Employees1
Clients200
DateJul 2012
Total AUM$266M
Discretionary$0
Non-Disc.$266M
Employees1
Clients200
DateMar 2012
Total AUM$266M
Discretionary$0
Non-Disc.$266M
Employees1
Clients200
DateJan 2008
Total AUM$233.4M
Discretionary$233.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$212.4M
Discretionary$0
Non-Disc.$212.4M
Employees5
Clients--
DateMar 2007
Total AUM$212.4M
Discretionary$0
Non-Disc.$212.4M
Employees5
Clients--
DateMar 2006
Total AUM$205M
Discretionary$0
Non-Disc.$205M
Employees5
Clients--
DateNov 2005
Total AUM$186.5M
Discretionary$0
Non-Disc.$186.5M
Employees5
Clients--
DateOct 2005
Total AUM$186.5M
Discretionary$0
Non-Disc.$186.5M
Employees5
Clients--
DateDec 2004
Total AUM$152.4M
Discretionary$0
Non-Disc.$152.4M
Employees5
Clients--