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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COX, PAUL, IRVIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, PAUL, IRVIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, PAUL, IRVIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, PAUL, IRVIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COX, PAUL, IRVIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hubert, Dominic, Christian | I | VICE PRESIDENT | NA | Control |
| SCHMIDT, EVAN, TODD | I | PRESIDENT | E | Control |
| SCHMIDT, EVAN, TODD | I | PRESIDENT | E | Control |
| SCHMIDT, EVAN, TODD | I | PRESIDENT | E | Control |
| SCHMIDT, EVAN, TODD | I | PRESIDENT | E | Control |
| SCHMIDT, EVAN, TODD | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (3)
CA TX WA
Address
3435 CARILLON POINTKIRKLAND, WA 98033
United States
Phone: 425-893-9195