Schwartz & Co. - Investment Advisers
Legal name: Gregory J. Schwartz & Co., Inc.
Investment Adviser headquartered in Bloomfield Hills, Michigan · Invest
About Schwartz & Co.
Gregory J. Schwartz founded Schwartz & Co. in 1976 with a focus on client service and financial expertise. The firm is now led by five members of the Schwartz family and operates with 30 professionals managing approximately $10.49 billion in regulatory assets. Schwartz & Co. is one of the investment advisers in Michigan serving institutions, families, individuals, and business owners. The firm provides a comprehensive suite of investment services including retirement plan consultative services, customized wealth management, investment banking services, and college planning. Schwartz & Co. combines the personalized attention of a boutique practice with the resources and infrastructure found at larger investment advisers. This distinctive approach reflects the company's emphasis on skill, responsibility, and integrity in serving its clients.
Key Facts
- Assets Under Management
- $10.49B
- Employees
- 30
- SEC File Number
- 801-62856
More Investment Advisers in Michigan
Jackson National Asset Management, LLC
Lansing, MI
Plante Moran Financial Advisors
Southfield, MI
Oa Private Capital
Grand Rapids, MI
Yousif Capital Management, LLC
Bloomfield Hills, MI
Bricktown Capital, LLC
Detroit, MI
McQueen Financial Advisors II, Inc.
Clawson, MI
Hantz Financial Services, Inc.
Southfield, MI
Zhang Financial
Portage, MI
Information is compiled from public regulator filings and may be out of date. Stock Charted does not endorse or recommend any firm.