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
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 |
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Join to unlock · $37/moFrequently 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, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$10.49Bregulatory AUM
Discretionary $180.6MNon-discretionary $10.31B