Schwartz Investment Counsel Inc.

Schwartz Investment Counsel Inc. (CRD# 104693) is a financial advisory firm headquartered in Plymouth, MI. They manage $1,752,896,968 in 71 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,753
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $24,688,690
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, MI

Financial Advisors at Schwartz Investment Counsel Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Timothy S. Schwartz
CRD#: 4473315
801 W. Ann Arbor Trail, Ste 244, Plymouth, MI 48170
96
Wealthminder
score

Timothy Schwartz (CRD# 4473315) is an Investment Advisor Representative working at Schwartz Investment Counsel Inc. in Plymouth, MI and has over 14 years of experience in the finance industry.

2
Brandon S. Scheitler
CRD#: 5121780
801 W. Ann Arbor Trail, Ste 244, Plymouth, MI 48170
93
Wealthminder
score

Brandon Scheitler (CRD# 5121780) is an Investment Advisor Representative working at Schwartz Investment Counsel Inc. in Plymouth, MI and has over 9 years of experience in the finance industry.

3
Robert C. Schwartz
CRD#: 4473324
801 W. Ann Arbor Trail, Ste 244, Plymouth, MI 48170
93
Wealthminder
score

Robert Schwartz (CRD# 4473324) is an Investment Advisor Representative working at Schwartz Investment Counsel Inc. in Plymouth, MI and has over 14 years of experience in the finance industry.

4
Gregory R. Heilman
CRD#: 4667513
801 W. Ann Arbor Trail, Ste 244, Plymouth, MI 48170
90
Wealthminder
score

Gregory Heilman (CRD# 4667513) is an Investment Advisor Representative working at Schwartz Investment Counsel Inc. in Plymouth, MI and has 1 year of experience in the finance industry.

5
Richard L. Platte
CRD#: 4344244
801 W. Ann Arbor Trail, Ste 244, Plymouth, MI 48170
90
Wealthminder
score

Richard Platte (CRD# 4344244) is an Investment Advisor Representative working at Schwartz Investment Counsel Inc. in Plymouth, MI and has 1 year of experience in the finance industry.

6
George P. Schwartz
CRD#: 416272
801 W. Ann Arbor Trail, Ste 244, Plymouth, MI 48170
90
Wealthminder
score

George Schwartz (CRD# 416272) is an Investment Advisor Representative working at Schwartz Investment Counsel Inc. in Plymouth, MI and has 1 year of experience in the finance industry.

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