PPrivate Fund Data Log in Join · $37/mo

Gregory J. Schwartz & Co., Inc.

● SEC registered since 2004CRD 7294SEC# 801-62856Bloomfield Hills, MI
Export (members)
Reg. AUM
$9.07B
Employees
30
Accounts
1,835
Location
Bloomfield Hills, MI

Gregory J. Schwartz & Co., Inc. assets under management

Gregory J. Schwartz & Co., Inc. operates as an SEC-registered investment adviser based in Bloomfield Hills, MI. The firm has been registered since 2004. It reports $9.1 billion in regulatory assets under management and employs 30 people.
www.gjsco.comView on SEC.gov ↗

Gregory J. Schwartz & Co., Inc. owners & executives

7 reported
NameTitleOwnershipSince
Edward Augustine Schwartz ControlPresident/Ceo10-25%2001
Gregory John Jr Schwartz ControlVice-President10-25%2000
Gregory John Schwartz ControlChairman Of The BoardUnder 5%1976
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Gregory J. Schwartz & Co., Inc. manage?

Gregory J. Schwartz & Co., Inc. reports $9.1 billion in regulatory assets under management on its Form ADV.

How many employees does Gregory J. Schwartz & Co., Inc. have?

Gregory J. Schwartz & Co., Inc. reports 30 employees.

Where is Gregory J. Schwartz & Co., Inc. located?

Gregory J. Schwartz & Co., Inc. is based in Bloomfield Hills, MI and has been SEC-registered since 2004.

Does Gregory J. Schwartz & Co., Inc. disclose fund performance?

Gregory J. Schwartz & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3707 W. Maple Rd, Ste 201, Bloomfield Hills, MI 48301
Phone248-644-2701
Fax248-203-5334
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK203129
Discloses disciplinary historyNo

Assets under management

Discretionary$179.8M
Non-discretionary$8.89B
Total (RAUM)$9.07B