Gregory J. Schwartz & Company, Inc.

Gregory J. Schwartz & Company, Inc. (CRD# 7294) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $2,406,098,606 in 693 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,406
    MILLION
  • Total Number of Accounts
    693
    ACCOUNTS
  • Average Account Value
    $3,472,004
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, SC, TN, TX, WI

Financial Advisors at Gregory J. Schwartz & Company, Inc.
Showing 1 - 10 of 18 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 24 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 23 years of experience in the finance industry.

3
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 15 years of experience in the finance industry.

4
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 11 years of experience in the finance industry.

5
Anna L. Islam
CRD#: 5976262
3707 West Maple Road, Bloomfield Hills, MI 48301
93
Wealthminder
score

Anna Islam (CRD# 5976262) is an Investment Advisor Representative working at Gregory J. Schwartz & Company, Inc. in Bloomfield Hills, MI and has over 5 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 19 years of experience in the finance industry.

7
Ryan H. Reed
CRD#: 4558896
3707 W. Maple, Bloomfield Hills, MI 48301
93
Wealthminder
score

Ryan Reed (CRD# 4558896) is an Investment Advisor Representative working at Gregory J. Schwartz & Company, Inc. in Bloomfield Hills, MI and has over 15 years of experience in the finance industry.

8
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 18 years of experience in the finance industry.

9
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 34 years of experience in the finance industry.

10
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 22 years of experience in the finance industry.

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