Schwerin Boyle Capital Management, Inc.

Schwerin Boyle Capital Management, Inc. (CRD# 105004) is a financial advisory firm headquartered in Springfield, MA. They manage $1,096,756,862 in 184 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
One Monarch Place, Suite 700, 1414 Main Street, Springfield, MA 01144
By the Numbers
  • Total Assets Under Management
    1,097
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $5,960,635
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
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 Boyle, financial advisor Springfield MA
Daniel P. Boyle
CRD#: 1556707
One Monarch Place, Suite 700, 1414 Main Street, 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 37 years of experience in the finance industry.

2
Rory Obrien, financial advisor Springfield MA
Rory P. Obrien
CRD#: 5353289
One Monarch Place, Suite 700, 1414 Main Street, 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 7 years of experience in the finance industry.

3
Richard Teel, financial advisor Springfield MA
Richard E. Teel
CRD#: 1253745
One Monarch Place, Suite 700, 1414 Main Street, 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 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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