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Schwartz Investment Counsel Inc

● SEC registered since 1988CRD 104693SEC# 801-32773Plymouth, MI
Export (members)
Reg. AUM
$3.65B
Employees
20
Accounts
79
Location
Plymouth, MI

Schwartz Investment Counsel Inc assets under management

Schwartz Investment Counsel Inc is an investment advisory firm registered with the SEC based in Plymouth, MI. The firm has been registered since 1988. It reports $3.7 billion in regulatory assets under management and employs 20 people.

Schwartz Investment Counsel Inc owners & executives

9 reported
NameTitleOwnershipSince
Brandon Scott ScheitlerSenior Vice PresidentUnder 5%2024
Cathy Marie StonerChief Compliance Officer, Vice President, Chief Financial OfficerUnder 5%2014
Edward FarragherDirectorUnder 5%2017
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Frequently asked questions

How much does Schwartz Investment Counsel Inc manage?

Schwartz Investment Counsel Inc reports $3.7 billion in regulatory assets under management on its Form ADV.

How many employees does Schwartz Investment Counsel Inc have?

Schwartz Investment Counsel Inc reports 20 employees.

Where is Schwartz Investment Counsel Inc located?

Schwartz Investment Counsel Inc is based in Plymouth, MI and has been SEC-registered since 1988.

Does Schwartz Investment Counsel Inc disclose fund performance?

Schwartz Investment Counsel Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address801 W. Ann Arbor Trail, Ste 244, Plymouth, MI 48170
Phone7344557777
Fax7344557720
Office hours8:30a.m. - 5:30p.m.
SEC regionChicago Regional Office (CHRO)
CIK909151
Discloses disciplinary historyNo

Assets under management

Discretionary$3.65B
Non-discretionary$0
Total (RAUM)$3.65B