Schwartz & Company
Schwartz & Company (CRD# 7294) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $4,011,048,003 in 1,246 accounts and serve the financial needs of clients across 12 states (or territories).
-
Total Assets Under Management4,011MILLION
-
Total Number of Accounts1,246ACCOUNTS
-
Average Account Value$3,219,140
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AZ, CA, CT, FL, IL, MI, NM, NY, SC, TN, TX, WI
Andrew Bearre (CRD# 2371891) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 27 years of experience in the finance industry.
David Breuhan (CRD# 2525039) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 26 years of experience in the finance industry.
Jonathan Goike (CRD# 4561152) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 18 years of experience in the finance industry.
Jacob Herman (CRD# 6840296) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 3 years of experience in the finance industry.
Robert Higgins (CRD# 2264085) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 28 years of experience in the finance industry.
Nicole Hoag (CRD# 5242684) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 13 years of experience in the finance industry.
Mary Miller (CRD# 6072087) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 7 years of experience in the finance industry.
Michael Obrien (CRD# 3092721) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 22 years of experience in the finance industry.
Ryan Reed (CRD# 4558896) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 18 years of experience in the finance industry.
Janette Schad (CRD# 4042362) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 20 years of experience in the finance industry.