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 | |
| SEC#: | 801-62856 | |
| Assets under Management: | $7,740,631,447 | |
| No. of Clients: | 1241 | |
| No. of Advisors: | 27 | |
| 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 |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| STONEBROOK PRIVATE LLC | 325434 | 801-127617 | 3848 | 10 | $794,216,860 |
| LIFEWORKS ADVISORS, LLC | 288255 | 801-119648 | 3785 | 40 | $742,298,024 |
| Q3 ASSET MANAGEMENT CORPORATION | 137839 | 801-77461 | 3697 | 12 | $713,022,957 |
| ISTO ADVISORS, LLC | 284560 | 801-108409 | 2383 | 21 | $765,669,160 |
| HENRICKSON NAUTA WEALTH ADVISORS, INC. | 141201 | 801-69451 | 1723 | 12 | $702,728,996 |
| SCHWARTZ & CO. | 7294 | 801-62856 | 1241 | 27 | $7,740,631,447 |
| CRANBROOK WEALTH MANAGEMENT, LLC | 132058 | 801-66180 | 874 | 6 | $699,717,426 |
| WILLIAM MACK & ASSOCIATES INC | 107377 | 801-42259 | 852 | 14 | $754,782,297 |
| LIBERTY CAPITAL MANAGEMENT INC | 106063 | 801-42852 | 382 | 4 | $752,155,577 |
| LSIA | 146829 | 801-69340 | 357 | 12 | $803,267,448 |
| INTEGRATED INVESTMENT CONSULTANTS, LLC | 175299 | 801-96228 | 202 | 9 | $720,840,060 |
| WEALTHSPAN INVESTMENT MANAGEMENT, LLC | 309553 | 801-129988 | 39 | 4 | $7,223,464 |
| VALSTONE PARTNERS VI | 300629 | 801-114841 | 5 | 9 | $753,783,758 |
| FIELDVIEW CAPITAL MANAGEMENT, LLC | 332308 | 801-130937 | 3 | 12 | $699,015,882 |
| CORNERSTONE WEALTH PARTNERS, LLC | 146602 | 801-129835 | 2 | 14 | $750 |