Schmidt Financial Group Overview

  • Service
  • Management Consultants

  • Year Founded
  • 1993

Year Founded

  • Serviced Companies
  • 2

  • Serviced Deals
  • 2

Schmidt Financial Group General Information

Description

Established in 1993, Schmidt Financial Group is a Kirkland, Washington-based management consulting firm. The firm's services include long-term financial planning, portfolio research, construction and monitoring, unified consolidated reporting, tax strategies and optimization, stock option, and real estate analysis. Schmidt Financial provides services to high net-worth individuals and families in areas of investments, tax planning, insurance planning, and estate planning.

Contact Information

Website
www.schmidtfm.com
Year Founded
1993
Service Provider Type
Management Consultants
Corporate Office
  • 620 Kirkland Way
  • Suite 205
  • Kirkland, WA 98033
  • United States
+1 (425)

Schmidt Financial Group Services to Companies

Service on a Deal (2)

Schmidt Financial Group has provided services on 2 deals. It last acted as a underwriter to Funkwerk on a made for . The deal was made in 2000.

Company Name Service Provided Deal Date Deal Type Deal Amount
Funkwerk Underwriter Nov 2000
GfK Underwriter Sep 1999
To view Schmidt Financial Group’s complete services to companies history, request access »

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Schmidt Financial Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Schmidt Financial Group FAQs

  • When was Schmidt Financial Group founded?

    Schmidt Financial Group was founded in 1993.

  • Where is Schmidt Financial Group headquartered?

    Schmidt Financial Group is headquartered in Kirkland, WA.

  • What service provider type is Schmidt Financial Group?

    Schmidt Financial Group's service provider type is Management Consultants.

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