SCHMITZ CAPITAL PARTNERS, LLC - Financial Advisor in California, Mill Valley

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

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