P. J. SCHMIDT INVESTMENT MANAGEMENT, INC

PJS INVESTMENT MANAGEMENT
CEDARBURG, Wisconsin·9 registered advisors·CRD# 104701
SEC# 801-168150262-377-0484
01

Firm Overview

AUM
$720M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at P. J. SCHMIDT INVESTMENT MANAGEMENT, INC

9 registered advisors
Elizabeth Nelson Schmidt
CEDARBURG, Wisconsin
Jason Scott Lacey
CEDARBURG, Wisconsin
Joseph Sommerfield Schmidt
CEDARBURG, Wisconsin
Julie A. Schmidt
CEDARBURG, Wisconsin
Karl Sommerfield Schmidt
CEDARBURG, Wisconsin
Kelly Sue Merten
CEDARBURG, Wisconsin
Patrick Nelson Sommerfield
CEDARBURG, Wisconsin
Phillip James Schmidt
CEDARBURG, Wisconsin
Scott Michael Conger
CEDARBURG, Wisconsin
05

Office Locations

CEDARBURG, Wisconsin
9 advisors

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Data sourced from SEC Form ADV filings. P. J. SCHMIDT INVESTMENT MANAGEMENT, INC (CRD# 104701) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.