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SCHWARZ INVESTMENT PARTNERS
CRD 113556 · SEC 801-123523
323 RAILROAD, SILVER LAKE, KS, 66539, United States
Phone
(785) 582-5805
Fax
(785) 582-5275
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.9M
Discretionary AUM
$184.9M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 693 | $140.1M |
| High net worth individuals | 21 | $40.7M |
| Pension/profit sharing plans | 1 | $555K |
| Charitable organizations | 1 | $195K |
| Corporations/business entities | 1 | $3.4M |
States served
KS, LA, NE, MO, TX
All web addresses on file
Official SEC filing: View on IAPD