P. J. Schmidt Investment Management, Inc
● SEC registered since 1982CRD 104701SEC# 801-16815Cedarburg, WI
Reg. AUM
$852M
Employees
18
Accounts
1,368
Location
Cedarburg, WI
P. J. Schmidt Investment Management, Inc assets under management
P. J. Schmidt Investment Management, Inc is an investment advisory firm registered with the SEC based in Cedarburg, WI. The firm has been registered since 1982. It reports $852 million in regulatory assets under management and employs 18 people.
P. J. Schmidt Investment Management, Inc owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Nelson Schmidt | Owner | 10-25% | 1981 |
| Jason Scott Lacey Control | Executive Vice President | 5-10% | 2020 |
| Joseph Sommerfield Schmidt | Owner | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does P. J. Schmidt Investment Management, Inc manage?
P. J. Schmidt Investment Management, Inc reports $852 million in regulatory assets under management on its Form ADV.
How many employees does P. J. Schmidt Investment Management, Inc have?
P. J. Schmidt Investment Management, Inc reports 18 employees.
Where is P. J. Schmidt Investment Management, Inc located?
P. J. Schmidt Investment Management, Inc is based in Cedarburg, WI and has been SEC-registered since 1982.
Does P. J. Schmidt Investment Management, Inc disclose fund performance?
P. J. Schmidt Investment Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | W62n570 Washington Avenue, Cedarburg, WI 53012 |
| Phone | 262-377-0484 |
| Fax | 262-375-9250 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1008895 |
| Discloses disciplinary history | No |
Regulatory AUM
$852M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$852Mregulatory AUM
Discretionary $826.8MNon-discretionary $25.3M