Unclaimed Profile

Eric R Schmitz

BARRETT UPTON CAPITAL PARTNERS LLC·LAKE FOREST, Illinois

SIE, Series 7, Series 63, Series 86, Series 87CFAClean record5 years registeredBARRETT UPTON CAPITAL PARTNERS LLC

100 N FIELD DRIVE, SUITE 215, LAKE FOREST, IL 60045CRD# 6482418Firm CRD# 326104

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric R Schmitz · LAKE FOREST, IL

Registration

CRD #6482418 · BARRETT UPTON CAPITAL PARTNERS LLC · 5 years registered

Brand Profile

Not yet started

Career History

CRESCENT GROVE ADVISORS

Dec 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 86

Series 87

Registration record

First registered · December 16, 2020

Years registered · 5

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BARRETT UPTON CAPITAL PARTNERS LLC

CRD 326104 · SEC 801-127797

AUM

$50M

Regulatory assets under management

Employees

1 client accounts

Services offered by BARRETT UPTON CAPITAL PARTNERS LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at BARRETT UPTON CAPITAL PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Eric R Schmitz offer?

Eric R Schmitz specializes in Retirement Planning. Contact their office in LAKE FOREST, Illinois for a consultation.

What are Eric R Schmitz's credentials?

Eric R Schmitz holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric R Schmitz located?

Eric R Schmitz is based in LAKE FOREST, Illinois, working with BARRETT UPTON CAPITAL PARTNERS LLC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.

How does Eric R Schmitz charge for services?

Eric R Schmitz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BARRETT UPTON CAPITAL PARTNERS LLC?

BARRETT UPTON CAPITAL PARTNERS LLC has approximately 8 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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