SCHWARTZ & CO. - Financial Advisor in Michigan, Bloomfield Hills

Tel: 248-644-2701 3707 W. Maple Rd Ste 201 Bloomfield Hills, Michigan 48301

About SCHWARTZ & CO.

SCHWARTZ & CO. is a Bloomfield Hills, Michigan based financial advisory firm with nearly $7,740,631,447 in assets under management and provides investment advisory services for 1241 clients. There are currently 27 financial advisors at the firm.

General Information

Firm CRD#:

7294

Firm SEC#:

801-62856

Assets Under Management:

$7,740,631,447

No. of Clients:

1241

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees, Commission Based

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