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⚲
|
| Gregory J Schwartz & Co Inc
✚
|
|
|---|---|
| CRD # | 7294 |
| SEC # | 801-62856 |
| CIK # | 0000203129 |
| AUM | $7.7 BB (2024-03-21) |
| Employees | 27 (74% Investors, 93% Brokers) |
| Phone | 248-644-2701 |
| Address | 3707 W Maple Rd Bloomfield Hills, MI 48301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 566 | 0.5 |
| (b) Individuals (high net worth individuals) | 297 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 137 | 5.1 |
| (h) Charitable organizations | 22 | 0.1 |
| (i) State or municipal government entities | 27 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 62 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,112 | 6.3 |
| By Discretionary | ||
| Discretionary | 44 | 0.3 |
| Non-Discretionary | 1,068 | 6.0 |
| Total | 1,112 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 1,112 | 6.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Planmember Securities Corporation
✚
|
CA | 8.3 |
|
CliftonLarsonAllen Wealth Advisors LLC
✚
|
MN | 8.0 |
|
Choate Investment Advisors LLC
✚
|
MA | 7.5 |
|
Seven Post Investment Office LP
✚
|
CA | 7.5 |
|
Advisors Capital Management LLC
✚
|
NJ | 7.4 |
|
Riverbridge Partners LLC
✚
|
MN | 7.4 |
|
Altair Advisers LLC
✚
|
IL | 7.4 |
|
Great Valley Advisor Group Inc
✚
|
DE | 7.3 |
|
Merit Financial Group LLC
✚
|
GA | 7.3 |
|
Smith Shellnut Wilson LLC
✚
|
MS | 7.2 |