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).
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Total Assets Under Management5,799MILLION
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Total Number of Accounts1,070ACCOUNTS
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Average Account Value$5,419,612
- 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
- Educational seminars/workshops
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 28 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 27 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 19 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 4 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 29 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 15 years of experience in the finance industry.
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.
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.
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.
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.