Schwartz & Company

Schwartz & Company (CRD# 7294) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $5,798,984,434 in 1,070 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,799
    MILLION
  • Total Number of Accounts
    1,070
    ACCOUNTS
  • Average Account Value
    $5,419,612
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
  • Educational seminars/workshops
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 Schwartz & Company
Showing 1 - 10 of 20 top financial advisors.
1
Andrew T. Bearre
CRD#: 2371891
3707 W. Maple, Bloomfield Hills, MI 48301

Andrew Bearre (CRD# 2371891) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 28 years of experience in the finance industry.

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

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.

3
Jonathan D. Goike
CRD#: 4561152
3707 W. Maple, Bloomfield Hills, MI 48301

Jonathan Goike (CRD# 4561152) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 19 years of experience in the finance industry.

4
Jacob C. Herman
CRD#: 6840296
3707 W. Maple Rd, Ste 201, Bloomfield Hills, MI 48301

Jacob Herman (CRD# 6840296) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 4 years of experience in the finance industry.

5
Robert S. Higgins
CRD#: 2264085
3707 West Maple Road, Bloomfield Hills, MI 48301

Robert Higgins (CRD# 2264085) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 29 years of experience in the finance industry.

6
Nicole L. Hoag
CRD#: 5242684
3707 West Maple Road, Bloomfield Hills, MI 48301

Nicole Hoag (CRD# 5242684) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 15 years of experience in the finance industry.

7
Christopher S. Mackenzie
CRD#: 6695205
3707 W. Maple, Bloomfield Hills, MI 48301

Christopher Mackenzie (CRD# 6695205) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 5 years of experience in the finance industry. Christopher Mackenzie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Mary S. Miller
CRD#: 6072087
3707 W. Maple, Bloomfield Hills, MI 48301

Mary Miller (CRD# 6072087) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 8 years of experience in the finance industry.

9
Michael P. Obrien
CRD#: 3092721
3707 W. Maple, Bloomfield Hills, MI 48301

Michael Obrien (CRD# 3092721) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 23 years of experience in the finance industry.

10
Ryan H. Reed
CRD#: 4558896
3707 W. Maple, Bloomfield Hills, MI 48301

Ryan Reed (CRD# 4558896) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 19 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.