SCHMIDT FINANCIAL MANAGEMENT, INC.
Legal name: SCHMIDT FINANCIAL MANAGEMENT
CRD #328247 SEC #801-128860 KIRKLAND, WA 425-893-9195
SEC Registered
Total AUM
$445.5M
Discretionary
$429M
Employees
7
Clients
101
Accounts
818
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $445.5M | $429M | $16.5M | 7 | 0 |
| Aug 2024 | $412.1M | $406.4M | $5.7M | 6 | 0 |
| Apr 2024 | $0 | $0 | $0 | 5 | 0 |
| Mar 2024 | $0 | $0 | $0 | 5 | 0 |
| Sep 2023 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$445.5M
Discretionary$429M
Non-Disc.$16.5M
Employees7
Clients0
DateAug 2024
Total AUM$412.1M
Discretionary$406.4M
Non-Disc.$5.7M
Employees6
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0