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SCHWARTZ & CO.
GREGORY J. SCHWARTZ & CO., INC.
CRD 7294 · SEC 801-62856
3707 W. MAPLE RD, STE 201, BLOOMFIELD HILLS, MI, 48301, United States
Phone
248-644-2701
Fax
248-203-5334
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.49B
Discretionary AUM
$180.6M
Team
30 total employees; 23 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 765 | $598.5M |
| High net worth individuals | 637 | $1.45B |
| Pension/profit sharing plans | 193 | $7.86B |
| Charitable organizations | 57 | $103.6M |
| State/municipal entities | 2 | $19.5M |
| Corporations/business entities | 83 | $451.3M |
States served
AL, AZ, CA, CO, DC, GA, IL, IN, KY, LA, ME, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD