Schwerin Boyle Capital Management, Inc.

Schwerin Boyle Capital Management, Inc. (CRD# 105004) is a financial advisory firm headquartered in Springfield, MA. They manage $907,239,732 in 212 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    907
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $4,279,433
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
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.

CT, FL, MA, MD, NH, NJ, NY

Financial Advisors at Schwerin Boyle Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Daniel P. Boyle
CRD#: 1556707
Springfield, MA 01144

Daniel Boyle (CRD# 1556707) is an Investment Advisor Representative working at Schwerin Boyle Capital Management, Inc. in Springfield, MA and has over 33 years of experience in the finance industry.

2
Rory P. Obrien
CRD#: 5353289
Springfield, MA 01144

Rory Obrien (CRD# 5353289) is an Investment Advisor Representative working at Schwerin Boyle Capital Management, Inc. in Springfield, MA and has over 2 years of experience in the finance industry.

3
Richard E. Teel
CRD#: 1253745
Springfield, MA 01144

Richard Teel (CRD# 1253745) is an Investment Advisor Representative working at Schwerin Boyle Capital Management, Inc. in Springfield, MA and has over 32 years of experience in the finance industry.

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