Schwartz & Co.

Registered investment advisor · Bloomfield Hills, Michigan · CRD #7294

Assets Under Management

$10.5B

Client Accounts

1,737

Employees

CRD Number

7294

Registration

SEC Registered

Custodian

Fidelity Management Trust Company, Rbc Capital Markets, Llc, Empower

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Schwartz & Co.

At Schwartz & Co., we have a distinguished history of serving our clients and helping them attain their financial goals. Driven by family values, we provide the ... At Schwartz & Co. we have a distinguished history of serving our clients and helping them attain their financial goals. Since 1976, we have served ... Investment Adviser Firm Summary. SCHWARTZ & CO. ( CRD # 7294/SEC#:801-62856,8 ... In addition, some investment advisers manage investment portfolios and offer ...

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Schwartz & Co.

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Schwartz & Co.'s AUM?

Schwartz & Co. reports approximately $10.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Schwartz & Co. headquartered?

Schwartz & Co. is headquartered in Bloomfield Hills, Michigan.

What is Schwartz & Co.'s CRD number?

Schwartz & Co.'s CRD number is 7294. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.