Schwartz Investment Management Company

Schwartz Investment Management Company (CRD# 115427) is a financial advisory firm headquartered in Dickinson, ND. They manage $12,128,440 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $121,284
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

ND

Financial Advisors at Schwartz Investment Management Company
Showing 1 - 1 of 1 top financial advisors.
1
James Schwartz
CRD#: 2193196
232 1 Ave E, Dickinson, ND 58601
73
Wealthminder
score

James Schwartz (CRD# 2193196) is an Investment Advisor Representative working at Schwartz Investment Management Company in Dickinson, ND and has over 25 years of experience in the finance industry.

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