| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Nelson Schmidt | Owner | 10-25% | 1981 |
| Jason Scott Lacey Control | Executive Vice President | Under 5% | 2020 |
| Joseph Sommerfield Schmidt | Owner | 10-25% | 2021 |
P. J. Schmidt Investment Management, Inc reports $787.3 million in regulatory assets under management on its Form ADV.
P. J. Schmidt Investment Management, Inc reports 17 employees.
P. J. Schmidt Investment Management, Inc is based in Cedarburg, WI and has been SEC-registered since 1982.
P. J. Schmidt Investment Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | W62n570 Washington Avenue, Cedarburg, WI 53012 |
| Phone | 262-377-0484 |
| Fax | 262-375-9250 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1008895 |
| Discloses disciplinary history | No |
| Discretionary | $765.8M |
| Non-discretionary | $21.5M |
| Total (RAUM) | $787.3M |