Gavin
Mckenzie
Gregory J. Schwartz & Co., Inc
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About this Advisor
Gavin Mckenzie is a financial advisor based in Bloomfield Hills, Michigan, working with Gregory J. Schwartz & Co., Inc. Gavin has previously held positions at Hillsdale College, Gregory J. Schwartz & Co., Inc, and Lutheran High School North. Gavin has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Gavin is part of Gregory J. Schwartz & Co., Inc, which operates out of Bloomfield Hills, Michigan. The firm has 1 office and 27 employees. The firm manages assets totaling $7.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Gregory J. Schwartz & Co., Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gregory J. Schwartz & Co., Inc Brokerage Details
$7,740,631,447
27
1,241
$6,237,415
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
Gavin Mckenzie Work History
Gregory J. Schwartz & Co., Inc
Hillsdale College
Lutheran High School North
Disclosures
Please visit the SEC profile of Gavin Mckenzie 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 6/19/2024. 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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