Gregory J. Schwartz & Company, Inc.

Gregory J. Schwartz & Company, Inc. (CRD# 7294) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $2,650,281,774 in 536 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,650
    MILLION
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $4,944,556
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, IL, MI, NM, NY

Financial Advisors at Gregory J. Schwartz & Company, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
Andrew T. Bearre
CRD#: 2371891
3707 W. Maple, Bloomfield Hills, MI 48301
93
Wealthminder
score

Andrew Bearre (CRD# 2371891) is an Investment Advisor Representative working at Gregory J. Schwartz & Company, Inc. in Bloomfield Hills, MI and has over 23 years of experience in the finance industry.

2
David R. Breuhan
CRD#: 2525039
3707 W. Maple, Bloomfield Hills, MI 48301
93
Wealthminder
score

David Breuhan (CRD# 2525039) is an Investment Advisor Representative working at Gregory J. Schwartz & Company, Inc. in Bloomfield Hills, MI and has over 22 years of experience in the finance industry.

3
Christopher R. Emde
CRD#: 5377312
3707 West Maple Road, Bloomfield Hills, MI 48301
93
Wealthminder
score

Christopher Emde (CRD# 5377312) is an Investment Advisor Representative working at Gregory J. Schwartz & Company, Inc. in Bloomfield Hills, MI and has over 9 years of experience in the finance industry.

4
Jonathan D. Goike
CRD#: 4561152
3707 W. Maple, Bloomfield Hills, MI 48301
93
Wealthminder
score

Jonathan Goike (CRD# 4561152) is an Investment Advisor Representative working at Gregory J. Schwartz & Company, Inc. in Bloomfield Hills, MI and has over 14 years of experience in the finance industry.

5
Nicole L. Hoag
CRD#: 5242684
3707 West Maple Road, Bloomfield Hills, MI 48301
93
Wealthminder
score

Nicole Hoag (CRD# 5242684) is an Investment Advisor Representative working at Gregory J. Schwartz & Company, Inc. in Bloomfield Hills, MI and has over 9 years of experience in the finance industry.

6
Michael P. Obrien
CRD#: 3092721
3707 W. Maple, Bloomfield Hills, MI 48301
93
Wealthminder
score

Michael Obrien (CRD# 3092721) is an Investment Advisor Representative working at Gregory J. Schwartz & Company, Inc. in Bloomfield Hills, MI and has over 18 years of experience in the finance industry.

7
Janette L. Schad
CRD#: 4042362
3707 West Maple Road, Bloomfield Hills, MI 48301
93
Wealthminder
score

Janette Schad (CRD# 4042362) is an Investment Advisor Representative working at Gregory J. Schwartz & Company, Inc. in Bloomfield Hills, MI and has over 16 years of experience in the finance industry.

8
Gregory J. Schwartz
CRD#: 1177836
3707 W. Maple, Bloomfield Hills, MI 48301
93
Wealthminder
score

Gregory Schwartz (CRD# 1177836) is an Investment Advisor Representative working at Gregory J. Schwartz & Company, Inc. in Bloomfield Hills, MI and has over 33 years of experience in the finance industry.

9
Peter F. Schwartz
CRD#: 2168931
3707 W. Maple, Bloomfield Hills, MI 48301
93
Wealthminder
score

Peter Schwartz (CRD# 2168931) is an Investment Advisor Representative working at Gregory J. Schwartz & Company, Inc. in Bloomfield Hills, MI and has over 21 years of experience in the finance industry.

10
Elizabeth S. Swanson
CRD#: 3072198
3707 W. Maple, Bloomfield Hills, MI 48301
93
Wealthminder
score

Elizabeth Swanson (CRD# 3072198) is an Investment Advisor Representative working at Gregory J. Schwartz & Company, Inc. in Bloomfield Hills, MI and has over 12 years of experience in the finance industry.

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