Robert
Schwartz
Schwartz Investment Counsel Inc
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About this Advisor
Robert Schwartz is a financial advisor based in Plymouth, Michigan, working with Schwartz Investment Counsel Inc. Robert has previously held a position at Schwartz Investment Counsel. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Robert is part of Schwartz Investment Counsel Inc, which operates out of Plymouth, Michigan. The firm has 1 office and 20 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Schwartz Investment Counsel Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Schwartz Investment Counsel Inc Brokerage Details
$3,261,373,534
20
81
$40,263,871
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Robert Schwartz Work History
Schwartz Investment Counsel
Disclosures
Please visit the SEC profile of Robert Schwartz 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 Investment Counsel Inc
Plymouth, MI
Plymouth, MI
Plymouth, 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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