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Financial Advisor
California
Mill Valley
SCHMITZ CAPITAL PARTNERS, LLC

SCHMITZ CAPITAL PARTNERS, LLC

Tel: 415-381-9075 655 Redwood Hwy Ste 109 Mill Valley, California 94941

About SCHMITZ CAPITAL PARTNERS, LLC

SCHMITZ CAPITAL PARTNERS, LLC is a Mill Valley, California based financial advisory firm with nearly $115,016,831 in assets under management and provides investment advisory services for 197 clients. There are currently 2 financial advisors at the firm.

General Information
Firm CRD#:

105702

Firm SEC#:

801-33527

Assets Under Management:

$115,016,831

No. of Clients:

197

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters

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