Schwarz Investment Partners
Firm details
- Headquarters
- Silver Lake, Kansas
- CRD number
- 113556
- Registered since
- April 27, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals75.76%
- HNWI21.99%
- Corporations / Businesses1.85%
- Pension & Profit Sharing Plans0.3%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Schwarz Investment Partners is an independent registered investment adviser organized as a corporation and registered with the SEC in 2022. The firm is owned by an individual and serves both individuals/families and institutional clients, charging fees as a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not identify as an active ESG investor and is not structured as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities88%
- US Government Bonds4%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Robert Schwarz
President and CEOCRD 833465
Contacts
1 of 1
Mark Johnson
Investment Adviser RepresentativeCRD 7944826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$4.1M in ETFs
93%
$3.8M
0%
$271K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $2.6M | 2,300 | 63.95% |
Location
Silver Lake, KS
Shawnee
Location
Silver Lake, KS
Headquartered in Silver Lake, KS, in the Midwest of the United States.
- Region
- Midwest
- County
- Shawnee
- Address
- 323 W Railroad St
- Time zone
- CT (UTC-6)
- Office locations
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