Unclaimed Profile

Eric R Schmitz

BARRETT UPTON CAPITAL PARTNERS LLC·LAKE FOREST, Illinois

Clean recordBARRETT 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric R Schmitz is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with BARRETT UPTON CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BARRETT UPTON CAPITAL PARTNERS LLC

BARRETT UPTON CAPITAL PARTNERS

AUM

$50M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BARRETT UPTON CAPITAL PARTNERS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6482418

Firm CRD# 326104

View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

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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