Schmitz Capital Partners

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

655 Redwood Hwy Frontage Rd Ste 109, Mil...

Phone Number

(415) 381-9076

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Schmitz Capital Partners

Schmitz Capital Partners is dedicated to enhancing the quality of clients' lives through active portfolio management and customized financial advice tailored to individual needs. The firm emphasizes building lasting relationships based on trust, compassion, and exceptional service. They offer comprehensive financial advice, including retirement, investment, estate, insurance, tax, and lifestyle planning. Their target clients are individuals seeking expert counsel to achieve their life goals.Explore more
Schmitz Capital Partners's Social MediaPopular SearchesSchmitz Capital Partners IncSchmitz Capital PartnersSchmitz Capital Partners LLCSchmitz Advisory & Management Services LLCSchmitz Capital Partners 655SIC Code 62,628NAICS Code 52,523Show more

Schmitz Capital Partners Org Chart

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Steven Schmitz, President & Chief Investment Officer at Schmitz Capital Partners
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President & Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schmitz Capital Partners

<$5M
1-10
Private
-
1988
Steven Schmitz, President & Chief Investment Officer at Schmitz Capital Partners
Steven SchmitzPresident & Chief Investment Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
1962
JW
James WolfsbergSenior Vice President
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2018
KG
Kali GrantService Associate
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

Schmitz Capital Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Schmitz Capital Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Schmitz Capital Partners.

Schmitz Capital Partners Tech Stack

A closer look at the technologies used by Schmitz Capital Partners

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Frequently Asked Questions Regarding Schmitz Capital Partners

What is Schmitz Capital Partners's official website?
Schmitz Capital Partners's official website is www.schmitzcapital.com
What is Schmitz Capital Partners's Revenue?
Schmitz Capital Partners's revenue is <$5 Million
What is Schmitz Capital Partners's SIC code?
Schmitz Capital Partners's SIC: 62,628
What is Schmitz Capital Partners's NAICS code?
Schmitz Capital Partners's NAICS: 52,523
How many employees does Schmitz Capital Partners have?
Schmitz Capital Partners has 1-10 employees
What industry does Schmitz Capital Partners belong to?
Schmitz Capital Partners is in the industry of: Finance, Securities Trading
What is Schmitz Capital Partners competition?
Schmitz Capital Partners top competitors include: The Normann Financial Group, Bristol Wealth Group, Reynolds Wealth Management, Dimensions Wealth Management
What technology does Schmitz Capital Partners use?
Some of the popular technologies that Schmitz Capital Partners uses are: Cloudflare Website Optimization, Smarsh, Google Tag Manager, FMG Suite
How do I contact Schmitz Capital Partners?
Schmitz Capital Partners contact info: Phone number: (415) 381-9076 Website: www.schmitzcapital.com
What does Schmitz Capital Partners do?

Schmitz Capital Partners is dedicated to enhancing the quality of clients' lives through active portfolio management and customized financial advice tailored to individual needs. The firm emphasizes building lasting relationships based on trust, compassion, and exceptional service. They offer comprehensive financial advice, including retirement, in... vestment, estate, insurance, tax, and lifestyle planning. Their target clients are individuals seeking expert counsel to achieve their life goals.Read More

What are Schmitz Capital Partners social media links?
Schmitz Capital Partners Linkedin page
Is Schmitz Capital Partners a public company?
Schmitz Capital Partners is private company therefore does not currently have an official ticker symbol
See more information about Schmitz Capital Partners

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