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SCHWARTZ INVESTMENT COUNSEL INC
CRD 104693 · SEC 801-32773
801 W. ANN ARBOR TRAIL, STE 244, PLYMOUTH, MI, 48170, United States
Phone
7344557777
Fax
7344557720
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.79B
Discretionary AUM
$3.79B
Team
20 total employees; 11 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 19 | $58.9M |
| Investment companies | 1 | $3.64B |
| Pension/profit sharing plans | 6 | $21.1M |
| Charitable organizations | 6 | $3.9M |
States served
MI, FL
All web addresses on file
Official SEC filing: View on IAPD