Schwartz Investment Counsel Inc
Firm details
- Headquarters
- Plymouth, Michigan
- CRD number
- 104693
- Registered since
- August 29, 1988
- Website
- www.schwartzinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC., COMERICA SECURITIES,INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies96.07%
- HNWI1.56%
- Other1.24%
- Pension & Profit Sharing Plans0.56%
- Corporations / Businesses0.47%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Schwartz Investment Counsel Inc is a privately owned corporate RIA that has been SEC-registered since 1988. The firm serves both individuals and families as well as institutional clients, operating primarily as a fee-based adviser charging a percentage of assets under management. Its advisory services focus on discretionary portfolio management across individuals/small businesses, investment companies, and businesses or institutions. Schwartz reports that it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Investment Grade Corp Bonds29%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents10%
Owners & executives
3 of 4
Brandon Scheitler
Senior Vice President & Chief Investment OfficerCRD 5121780
Timothy Schwartz
President, Chief Executive OfficerCRD 4473315
George Schwartz
Chairman & CEOCRD 416272
Contacts
3 of 5
Robert Schwartz
Senior Vice PresidentCRD 4473324
Michael Schwartz
Executive Vice PresidentCRD 4687963
Edward Farragher
DirectorCRD 6932213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$27.6M in ETFs
100%
$27.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $9M | 24,344 | 32.47% |
Location
Plymouth, MI
Wayne
Location
Plymouth, MI
Headquartered in Plymouth, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 801 W Ann Arbor Trl
- Time zone
- ET (UTC-5)
- Office locations
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