David BreuhanCRD Number: 2525039
Current Firm: Schwartz & Company
David Breuhan (CRD# 2525039) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 27 years of experience in the finance industry.
Lpl Financial LLC
Savant Wealth Management
Bernard Wealth Management Corp.
|Gregory J. Schwartz & Company, Inc.||Bloomfield Hills, MI||Aug 1994 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1994|
|S65||NASAA Investment Advisors Law Examination||Aug 2006|
Total Assets Under Management5,799MILLIONS
Total Number of Accounts1,070ACCOUNTS
Average Account Value$5,419,612
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CT, FL, IL, MI, NM, NY, SC, TN, TX, WI
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