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).

Current Firm Details
3707 W. Maple Rd, Ste 201, Bloomfield Hills, MI 48301
https://www.gjsco.com
By the Numbers
  • Total Assets Under Management
    7,741
    MILLION
  • Total Number of Accounts
    1,241
    ACCOUNTS
  • Average Account Value
    $6,237,415
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, IN, LA, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, WI

Financial Advisors at Schwartz & Company
Showing 21 - 22 of 22 top financial advisors.
21
Gavin McKenzie, financial advisor Bloomfield Hills MI
Gavin C. McKenzie
CRD#: 7542666
3707 W. Maple, Bloomfield Hills, MI 48301

Gavin McKenzie (CRD# 7542666) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

22
Thomas Schwartz, financial advisor Bloomfield Hills MI
Thomas J. Schwartz
CRD#: 7833292
3707 W. Maple Rd, Ste 201, Bloomfield Hills, MI 48301

Thomas Schwartz (CRD# 7833292) is an Investment Advisor Representative working at Schwartz & Company in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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