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Schmidt, Jacob Aaron

● SEC registered since 2022CRD 121034SEC# 801-123630Fort Wayne, IN
Export (members)
Reg. AUM
$179.2M
Employees
7
Accounts
957
Location
Fort Wayne, IN

Schmidt, Jacob Aaron assets under management

Schmidt, Jacob Aaron operates as an SEC-registered investment adviser based in Fort Wayne, IN. The firm has been registered since 2022. It reports $179.2 million in regulatory assets under management and employs 7 people.
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Schmidt, Jacob Aaron owners & executives

1 reported
NameTitleOwnershipSince
Jacob Aaron Schmidt ControlOwner/Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Schmidt, Jacob Aaron manage?

Schmidt, Jacob Aaron reports $179.2 million in regulatory assets under management on its Form ADV.

How many employees does Schmidt, Jacob Aaron have?

Schmidt, Jacob Aaron reports 7 employees.

Where is Schmidt, Jacob Aaron located?

Schmidt, Jacob Aaron is based in Fort Wayne, IN and has been SEC-registered since 2022.

Does Schmidt, Jacob Aaron disclose fund performance?

Schmidt, Jacob Aaron is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6920 Pointe Inverness Way, Ste 170, Fort Wayne, IN 46804
Phone260-469-3218
Fax260-469-3220
Office hours8:00 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$176.2M
Non-discretionary$3M
Total (RAUM)$179.2M