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 16 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 10 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 15 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.