Skip to main content

GREGORY J. SCHWARTZ & CO., INC.

Doing business as SCHWARTZ & CO.. SEC Form ADV profile.

Total regulatory AUM
$10,489,459,567
Discretionary
$180,596,727
Non-discretionary
$10,308,862,840

Firm details

CRD number
7294
SEC file number
801-62856
Main office
BLOOMFIELD HILLS, MI, United States
Employees
30
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.