Schmidt P J Investment Management is an investment advisor in Cedarburg with $764.55 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
391397930
SEC advisor number
801-16815
FINRA CRD number
104701
AUM ?
$764.55 mm
(as of 4 Mar 22)
Accounts
1,139
(as of 4 Mar 22)
Employees
14
(7 investment advisory or research)
Address
Schmidt P J Investment Management
W62 N 570 WASHINGTON AVE
PO BOX 148
CEDARBURG
WI 53012
W62 N 570 WASHINGTON AVE
PO BOX 148
CEDARBURG
WI 53012
Office hours
Monday - Friday, 8:00 AM TO 4:30 PM
Phone
2623770484
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Schmidt, Elizabeth, Nelson | Owner | 12/1981 | 10-25% |
Sommerfield, Patrick, Nelson | Cco/president/owner | 11/2018 | 10-25% |
Mesarich, Kelly, Sue | Secretary | 09/2016 | < 5% |
Schmidt, Julie, A. | Treasurer/owner | 11/2017 | 10-25% |
Lacey, Jason, Scott | Executive Vice President | 02/2020 | < 5% |
Schmidt, Karl, Sommerfield | Owner/director | 12/2021 | 10-25% |
Schmidt, Joseph, Sommerfield | Owner | 12/2021 | 10-25% |
Conger, Scott, Michael | Director | 02/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
24 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22