Elizabeth
Swanson
Gregory J. Schwartz & Co., Inc
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About this Advisor
Elizabeth Swanson is a financial advisor who works in Bloomfield Hills, Michigan with 13 years of industry experience. Swanson is an employee of Gregory J. Schwartz & Co., Inc. They have been with Gregory J. Schwartz & Co., Inc for their complete career. Swanson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California, Illinois and Michigan. Gregory J. Schwartz & Co., Inc is a registered investment firm headquartered in Bloomfield Hills, MI. The investment advisory business has a total of 27 employees. It has $6 billion in total assets among its 1,112 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 22 charities and foundations. Of its 1,112 customer accounts, 27% belong to high-net-worth investors who have at least $1 million in assets. Gregory J. Schwartz & Co., Inc provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fees typically vary depending on which services the firm provides the client. However, fee types billed by Gregory J. Schwartz & Co., Inc likely include any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gregory J. Schwartz & Co., Inc Brokerage Details
$6,330,452,360
27
1,112
$5,692,853
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Elizabeth Swanson Work History
Elizabeth has been registered as a financial advisor for 13 years.*
Gregory J. Schwartz & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Swanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Schwartz & Co
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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