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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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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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