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 11 - 20 of 20 top financial advisors.
11
Janette L. Schad
CRD#: 4042362
3707 West Maple Road, Bloomfield Hills, MI 48301

Janette Schad (CRD# 4042362) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 22 years of experience in the finance industry.

12
Edward A. Schwartz
CRD#: 2166324
3707 W. Maple, Bloomfield Hills, MI 48301

Edward Schwartz (CRD# 2166324) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 29 years of experience in the finance industry.

13
Gregory J. Schwartz
CRD#: 6599257
3707 W. Maple Rd, Ste 201, Bloomfield Hills, MI 48301

Gregory Schwartz (CRD# 6599257) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 5 years of experience in the finance industry.

14
Gregory J. Schwartz
CRD#: 1177836
3707 W. Maple, Bloomfield Hills, MI 48301

Gregory Schwartz (CRD# 1177836) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 38 years of experience in the finance industry.

15
Peter F. Schwartz
CRD#: 2168931
3707 W. Maple, Bloomfield Hills, MI 48301

Peter Schwartz (CRD# 2168931) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 27 years of experience in the finance industry.

16
Walter G. Schwartz
CRD#: 1282286
3707 W. Maple, Bloomfield Hills, MI 48301

Walter Schwartz (CRD# 1282286) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 37 years of experience in the finance industry.

17
Elizabeth S. Swanson
CRD#: 3072198
3707 W. Maple, Bloomfield Hills, MI 48301

Elizabeth Swanson (CRD# 3072198) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 17 years of experience in the finance industry.

18
Matthew J. Whitty
CRD#: 4979505
3707 W. Maple, Bloomfield Hills, MI 48301

Matthew Whitty (CRD# 4979505) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 16 years of experience in the finance industry.

19
Joseph P. Cattaneo
CRD#: 7152615
3707 West Maple Road, Bloomfield Hills, MI 48301

Joseph Cattaneo (CRD# 7152615) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 2 years of experience in the finance industry.

20
Spencer C. Eick
CRD#: 6525468
3707 West Maple Road, Bloomfield Hills, MI 48301

Spencer Eick (CRD# 6525468) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 3 years of experience in the finance industry.

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