Gregory J. Schwartz & Co., Inc.
● SEC registered since 2004CRD 7294SEC# 801-62856Bloomfield Hills, MI
Reg. AUM
$10.49B
Employees
30
Accounts
1,737
Location
Bloomfield Hills, MI
About Gregory J. Schwartz & Co.
Gregory J. Schwartz & Co. offers institutional investing, wealth management, investment banking, and college planning services. It invites clients to explore how the firm can help achieve financial goals across those service lines.
Summary based on the firm’s website.
Gregory J. Schwartz & Co., Inc. assets under management
Gregory J. Schwartz & Co., Inc. operates as an SEC-registered investment adviser based in Bloomfield Hills, MI. The firm has been registered since 2004. It reports $10.5 billion in regulatory assets under management and employs 30 people.
Gregory J. Schwartz & Co., Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Augustine Schwartz Control | President/Ceo | 10-25% | 2001 |
| Gregory John Jr Schwartz Control | Vice-President | 10-25% | 2000 |
| Gregory John Schwartz Control | Chairman Of The Board | Under 5% | 1976 |
| Joseph Emmet Schwartz Control | Treasurer/Secretary | 10-25% | 1992 |
| Laura Lea Powers Control | Cfo, Cco, Finop | Under 5% | 2017 |
| Peter Francis Schwartz Control | Vice-President | 10-25% | 2001 |
| Walter George Schwartz Control | Vice-President | 10-25% | 2001 |
Frequently asked questions
How much does Gregory J. Schwartz & Co., Inc. manage?
Gregory J. Schwartz & Co., Inc. reports $10.5 billion in regulatory assets under management on its Form ADV.
How many employees does Gregory J. Schwartz & Co., Inc. have?
Gregory J. Schwartz & Co., Inc. reports 30 employees.
Where is Gregory J. Schwartz & Co., Inc. located?
Gregory J. Schwartz & Co., Inc. is based in Bloomfield Hills, MI and has been SEC-registered since 2004.
Does Gregory J. Schwartz & Co., Inc. disclose fund performance?
Gregory J. Schwartz & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3707 W. Maple Rd, Ste 201, Bloomfield Hills, MI 48301 |
| Phone | 248-644-2701 |
| Fax | 248-203-5334 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 203129 |
| Discloses disciplinary history | No |
Regulatory AUM
$10.49B▲ 16%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,369 advisers
EmployeesTop 18%
More than 82% of 16,804 advisers
Assets under management
$10.49Bregulatory AUM
Discretionary $180.6MNon-discretionary $10.31B