Anthony
Schmitt
Greenup Street Wealth Management LLC
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About this Advisor
Anthony Schmitt is a financial advisor operating out of Ann Arbor, Michigan with a total of 2 years of industry experience. Schmitt is an advisor for Greenup Street Wealth Management LLC. During their career, the advisor has held roles at Td Ameritrade, Scottrade Investment Management, Spotlight Asset Group, Inc, Greenup Street Wealth Management LLC, Research Based Solutions, Greenup Street Wealth Management and Regal Securities. Schmitt maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to operate in Missouri and Texas. Greenup Street Wealth Management LLC is an advisory business based out of Ann Arbor, MI. The company has offices in two locations and a total of 12 advisors. It has $359 million in assets across its 1,301 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises two charitable organizations. Of its 1,301 client accounts, 27% are associated with high-net-worth individuals who have more than $1 million in assets. Greenup Street Wealth Management LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically are based on which services are offered. Fees charged by Greenup Street Wealth Management LLC likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Greenup Street Wealth Management LLC Brokerage Details
$359,407,070
12
1,301
$276,254
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Anthony Schmitt Work History
Anthony has been registered as a financial advisor for 2 years.*
Greenup Street Wealth Management LLC
Greenup Street Wealth Management
Research Based Solutions
Regal Securities
Spotlight Asset Group, Inc
Scottrade Investment Management
Td Ameritrade
*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 Anthony Schmitt 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 Greenup Street Wealth Management LLC
Ann Arbor, MI
Overland Park, KS
Overland Park, KS
Overland Park, KS
Calabasas, CA
Ann Arbor, MI
Ann Arbor, MI
Overland Park, KS
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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