SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

One Monarch Place, Suite 700
1414 Main Street
Springfield, Massachusetts 01144-0700
Tel: 413-784-0990

About SCHWERIN BOYLE CAPITAL MANAGEMENT, INC

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC, formally registered with the SEC as SCHWERIN BOYLE CAPITAL MANAGEMENT, INC. The firm was established in 09/08/1989. They have over 1 offices throughout the country.

SCHWERIN BOYLE CAPITAL MANAGEMENT, INC is a Springfield, Massachusetts based Financial Planning firm with nearly $1,096,756,862 assets under management, offering retirement planning & investment advisory services to 184 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105004
SEC#	801-35156
Assets Managed by Firm	$1,096,756,862
No. of Clients	184
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	184	$1,096,756,862
Individuals (other than high net worth individuals)	16	$4,557,793
High net worth individuals	149	$550,999,287
Pension and profit sharing plans	Fewer than 5 clients	$16,247,580
Charitable organizations	Fewer than 5 clients	$54,718,417
Corporations or other businesses	8	$75,720,769

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