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).
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Total Assets Under Management7,741MILLION
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Total Number of Accounts1,241ACCOUNTS
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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
Janette Schad (CRD# 4042362) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 24 years of experience in the finance industry.
Edward Schwartz (CRD# 2166324) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 30 years of experience in the finance industry.
Gregory Schwartz (CRD# 1177836) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 40 years of experience in the finance industry.
Gregory Schwartz (CRD# 6599257) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 7 years of experience in the finance industry.
Peter Schwartz (CRD# 2168931) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 28 years of experience in the finance industry.
Walter Schwartz (CRD# 1282286) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 39 years of experience in the finance industry.
Elizabeth Swanson (CRD# 3072198) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 19 years of experience in the finance industry.
Matthew Whitty (CRD# 4979505) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 18 years of experience in the finance industry.
Gabriel Beshara (CRD# 5326752) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 11 years of experience in the finance industry.
Joseph Cattaneo (CRD# 7152615) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has over 4 years of experience in the finance industry.