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 advisory firm that has been SEC-registered since 1988. The firm manages portfolios for a mix of high-net-worth individuals and families as well as institutional clients, charging fees expressed as a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, investment companies, and business or institutional mandates. The firm does not identify as an active ESG investor and operates without affiliated or related adviser entities.
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 4BRANDON SCHEITLER
Senior Vice President & Chief Investment OfficerCRD 5121780
TIMOTHY SCHWARTZ
President, Chief Executive OfficerCRD 4473315
CATHY STONER
Vice President, Chief Compliance OfficerCRD 5763279
Contacts
3 of 5JOHN GIBBONS
DirectorCRD 6932210
EDWARD FARRAGHER
DirectorCRD 6932213
Patrick Nolan
DirectorCRD 7880497
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$14.9M in ETFs
100%
$14.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $10.5M | 24,344 | 70.47% |
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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