SCHMITZ CAPITAL PARTNERS, LLC

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

About SCHMITZ CAPITAL PARTNERS, LLC

SCHMITZ CAPITAL PARTNERS, LLC, formally registered with the SEC as SCHMITZ CAPITAL PARTNERS, LLC. The firm was established in 12/23/1988. They have over 1 offices throughout the country.

SCHMITZ CAPITAL PARTNERS, LLC is a Mill Valley, California based Financial Planning firm with nearly $115,016,831 assets under management, offering retirement planning & investment advisory services to 197 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105702
SEC#	801-33527
Assets Managed by Firm	$115,016,831
No. of Clients	197
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

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

Firm Client Information

	No. of Clients	AUM
Firm Total	197	$115,016,831
Individuals (other than high net worth individuals)	12	$22,327,138
High net worth individuals	91	$92,689,693

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