Dana
Schmidt
Wulff, Hansen & Co
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About this Advisor
Dana Schmidt is a financial advisor working out of San Rafael, California who has 1 year of relevant experience. Schmidt is an advisor for Wulff, Hansen & Co. Throughout their career, they have worked at Microplace, Inc, Loyal3 Securities Inc, Jordan Park LLC, Wulff, Hansen & Co and Jordan Park Group LLC. Schmidt holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in California. Wulff, Hansen & Co is an advisory firm that has its headquarters in San Rafael, CA. It has a total of 10 advisors. It oversees $109 million in total assets across its 139 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides financial advice to six charities and foundations. Of its 139 accounts, 53% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Wulff, Hansen & Co has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fees usually are based on which services are provided. However, fees billed by Wulff, Hansen & Co can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wulff, Hansen & Co Brokerage Details
$108,929,647
10
139
$783,667
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Dana Schmidt Work History
Dana has been registered as a financial advisor for 1 years.*
Wulff, Hansen & Co
Jordan Park Group LLC
Jordan Park LLC
Loyal3 Securities Inc
Microplace, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dana Schmidt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wulff, Hansen & Co
San Rafael, CA
San Rafael, CA
Lodi, CA
San Rafael, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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