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DEAFINVEST
SCHWARZ FINANCIAL SERVICES LLC
CRD 117485
1775 TYSONS BLVD, 4TH FLOOR #04160, TYSONS, VA, 22102, United States
Phone
202-559-5509
Fax
301-718-0604
Registration
— (—)
Source
State registered
Total AUM
$14.0M
Discretionary AUM
$9.2M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-11-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $13.5M |
| Pooled investment vehicles | 1 | $450K |
| Charitable organizations | 1 | $90K |
All web addresses on file
Official SEC filing: View on IAPD