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Building 2SCHWARTZ & CO.

Map pinBLOOMFIELD HILLS, MI
Phone248-644-2701
NotebookSEC #801-62856
Total AUM
$10.5B
Employees
30
Clients
1,737

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3707 W. MAPLE RD
STE 201
BLOOMFIELD HILLS
MI 48301
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
248-644-2701
Other Offices
1

ReceiptFinancials

Total AUM
$10.5B
Accounts
1,737
Discretionary
$180.6M
Accounts
18
Non-Discretionary
$10.3B
Accounts
1,719

ContactClients

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Individual Clients
765
AUM
$598.5M
HNW Individual Clients
637
AUM
$1.5B
Pension/Profit Sharing Plan Clients
193
AUM
$7.9B
Charitable Organization Clients
57
AUM
$103.6M
Government Entity Clients
2
AUM
$19.5M
Corporation or Business Clients
83
AUM
$451.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCFLGAILINKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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