← Tributary

SCHMIDT FINANCIAL GROUP, INC.

KIRKLAND, WA · CRD 119841 · IAPD ↗ · schmidtadvantage.com · 425-893-9195

$475.2MRegulatory AUM
3Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
September 2024 — SCHMIDT FINANCIAL GROUP, INC. (KIRKLAND, WA) left the SEC roster (was $475.2M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.