Eric
Schmitz
Crescent Grove Advisors
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About this Advisor
Eric Schmitz is a chartered financial analyst who works in Lake Forest, Illinois with a total of 3 years of industry experience. Schmitz is an employee of Crescent Grove Advisors. Over the course of their career, they have held roles at William Blair & Company, Walgreens and Crescent Grove Advisors, LLC. Schmitz maintains a Series 63 license, which qualifies them as a securities agent, and can advise clients in Illinois. Crescent Grove Advisors is a firm that has its headquarters in Lake Forest, IL. It has offices in two locations and a total of 32 advisors. It controls $4 billion in assets under management between its 350 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 17 charities and foundations. Of its 350 client accounts, 71% belong to high-net-worth investors who have more than $1 million in investable assets. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees typically are based on the services. However, fee types billed by Crescent Grove Advisors may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crescent Grove Advisors Brokerage Details
$3,912,910,263
32
350
$11,179,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Eric Schmitz Work History
Eric has been registered as a financial advisor for 3 years.*
Crescent Grove Advisors, LLC
William Blair & Company
Walgreens
*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 Eric Schmitz 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 Crescent Grove Advisors
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