SCHWARTZ INVESTMENT COUNSEL INC

801 W. Ann Arbor Trail
Ste 244
Plymouth, Michigan 48170
Tel: 7344557777

About SCHWARTZ INVESTMENT COUNSEL INC

SCHWARTZ INVESTMENT COUNSEL INC, formally registered with the SEC as SCHWARTZ INVESTMENT COUNSEL INC. The firm was established in 08/29/1988. They have over 2 offices throughout the country.

SCHWARTZ INVESTMENT COUNSEL INC is a Plymouth, Michigan based Financial Planning firm with nearly $3,261,373,534 assets under management, offering retirement planning & investment advisory services to 81 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104693
SEC#	801-32773
Assets Managed by Firm	$3,261,373,534
No. of Clients	81
No. of Advisors	20

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	81	$3,261,373,534
Individuals (other than high net worth individuals)	Fewer than 5 clients	$193,401
High net worth individuals	19	$53,607,138
Pension and profit sharing plans	6	$15,034,536
Charitable organizations	6	$4,032,724
Corporations or other businesses	Fewer than 5 clients	$15,233,092

More Retirement Planning firms in Plymouth, Michigan:

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JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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