Timothy SchwartzCRD Number: 4473315
Current Firm: Schwartz Investment Counsel Inc.
Timothy Schwartz (CRD# 4473315) is an Investment Advisor Representative working at Schwartz Investment Counsel Inc. in Plymouth, MI and has over 15 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Plante Moran Financial Advisors
|Schwartz Investment Counsel||Bloomfield Hills, MI||Jan 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
Total Assets Under Management1,753MILLIONS
Total Number of Accounts71ACCOUNTS
Average Account Value$24,688,690
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients