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PJS INVESTMENT MANAGEMENT
P. J. SCHMIDT INVESTMENT MANAGEMENT, INC
CRD 104701 · SEC 801-16815
W62N570 WASHINGTON AVENUE, CEDARBURG, WI, 53012, United States
Phone
262-377-0484
Fax
262-375-9250
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$852.0M
Discretionary AUM
$826.8M
Team
18 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 266 | $88.7M |
| High net worth individuals | 188 | $722.0M |
| Pension/profit sharing plans | 9 | $23.8M |
| Charitable organizations | 5 | $16.2M |
| Corporations/business entities | 6 | $1.3M |
States served
AZ, CA, CO, GA, IL, IN, MN, NY, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD