Schwartz Investment Management Company
Schwartz Investment Management Company (CRD# 115427) is a financial advisory firm headquartered in Dickinson, ND. They manage $15,008,492 in 59 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Schwartz Investment Management Company
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts59ACCOUNTS
-
Average Account Value$254,381
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ND
Financial Advisors at Schwartz Investment Management Company
1
James Schwartz (CRD# 2193196) is an Investment Advisor Representative working at Schwartz Investment Management Company in Dickinson, ND and has over 32 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.