Schwartz & Company
Schwartz & Company (CRD# 7294) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $7,740,631,447 in 1,241 accounts and serve the financial needs of clients across 24 states (or territories).
-
Total Assets Under Management7,741MILLION
-
Total Number of Accounts1,241ACCOUNTS
-
Average Account Value$6,237,415
- 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, CO, CT, FL, GA, IL, IN, LA, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, WI
Andrew Bearre (CRD# 2371891) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 30 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 29 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 21 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 6 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 31 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 17 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 7 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 10 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 25 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 21 years of experience in the finance industry.