Schwerin Boyle Capital Management, Inc.

Schwerin Boyle Capital Management, Inc. (CRD# 105004) is a financial advisory firm headquartered in Springfield, MA. They manage $1,120,403,912 in 199 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,120
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $5,630,170
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

Daniel Boyle (CRD# 1556707) is an Investment Advisor Representative working at Schwerin Boyle Capital Management, Inc. in Springfield, MA and has over 35 years of experience in the finance industry.

2
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 4 years of experience in the finance industry.

3
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 34 years of experience in the finance industry.

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