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| Happy Holidays!! thanks for using AUM13F!! |
| Gregory J Schwartz & Co Inc
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| CRD # | 7294 |
| SEC # | 801-62856 |
| CIK # | 0000203129 |
| AUM | $9.1 B (2025-03-18) |
| Employees | 30 (80% Investors, 90% Brokers) |
| Phone | 248-644-2701 |
| Address | 3707 W Maple Rd Bloomfield Hills, MI 48301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,086 | 0.8 |
| (b) Individuals (high net worth individuals) | 528 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 137 | 6.8 |
| (h) Charitable organizations | 31 | 0.1 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 50 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,835 | 9.1 |
| By Discretionary | ||
| Discretionary | 81 | 0.2 |
| Non-Discretionary | 1,754 | 8.9 |
| Total | 1,835 | 9.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.1 | |
| Total | 1,835 | 9.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Great Valley Advisor Group LLC
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|
DE | 9.7 |
|
Fiduciary Counselling Inc
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|
MN | 9.5 |
|
Advisors Capital Management LLC
✚
|
NJ | 9.5 |
|
The Ameriflex Group Inc
✚
|
NV | 9.4 |
|
Planmember Securities Corporation
✚
|
CA | 9.0 |
|
Forvis Mazars Wealth Advisors LLC
✚
|
MO | 8.9 |
|
Choate Investment Advisors LLC
✚
|
MA | 8.9 |
|
Altair Advisers LLC
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|
IL | 8.7 |
|
Seven Post Investment Office LP
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|
CA | 8.4 |
|
Pure Financial Advisors LLC
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|
CA | 8.0 |