Schwerin Boyle Capital Management, Inc.

Schwerin Boyle Capital Management, Inc. (CRD# 105004) is a financial advisory firm headquartered in Springfield, MA. They manage $770,277,005 in 185 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    770
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $4,163,659
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
One Monarch Place, Suite 700, 1414 Main Street, Springfield, MA 01144
96
Wealthminder
score

Daniel Boyle (CRD# 1556707) is an Investment Advisor Representative working at Schwerin Boyle Capital Management, Inc. in Springfield, MA and has over 31 years of experience in the finance industry.

2
Richard E. Teel
CRD#: 1253745
One Monarch Place, Suite 700, 1414 Main Street, Springfield, MA 01144
96
Wealthminder
score

Richard Teel (CRD# 1253745) is an Investment Advisor Representative working at Schwerin Boyle Capital Management, Inc. in Springfield, MA and has over 30 years of experience in the finance industry.

3
Andrew T. Henshon
CRD#: 6405062
One Monarch Place, Suite 700, 1414 Main Street, Springfield, MA 01144
90
Wealthminder
score

Andrew Henshon (CRD# 6405062) is an Investment Advisor Representative working at Schwerin Boyle Capital Management, Inc. in Springfield, MA and has 1 year of experience in the finance industry.

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