SCHMIDT ADVISORY SERVICES, INC. other names

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Adviser Profile

As of Date:

03/05/2024

Adviser Type:

- No longer eligible

Number of Employees:

2 -33.33%

of those in investment advisory functions:

1 -50.00%

Registration:

Illinois, Terminated, 5/13/2021

Other registrations (1)
AUM:

71,711,751 -48.62%

of that, discretionary:

71,711,751 -48.62%

GAV:

5,380,000 -82.74%

Avg Account Size:

2,655,991 280.60%

% High Net Worth:

81.48% 36.77%

SMA’s:

YES

Private Funds:

2

Contact Info

773 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
140M 120M 100M 80M 60M 40M 20M
2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $5,000,000
Private Equity Fund 1 $380,000

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Private Funds



Employees