SCHWARTZ & CO.

3707 W. Maple Rd
Ste 201
Bloomfield Hills, Michigan 48301
Tel: 248-644-2701

About SCHWARTZ & CO.

SCHWARTZ & CO, formally registered with the SEC as SCHWARTZ & CO. The firm was established in 03/15/2004. They have over 2 offices throughout the country.

SCHWARTZ & CO. is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $7,740,631,447 assets under management, offering retirement planning & investment advisory services to 1241 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	7294
SEC#	801-62856
Assets Managed by Firm	$7,740,631,447
No. of Clients	1241
No. of Advisors	27

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1241	$7,740,631,447
Individuals (other than high net worth individuals)	578	$537,761,960
High net worth individuals	431	$708,779,492
Pension and profit sharing plans	146	$6,291,551,857
Charitable organizations	39	$98,596,597
Corporations or other businesses	44	$89,777,320

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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