SEC Form ADV · CIK 203129

SCHWARTZ & CO.

Registered Investment AdviserMI
$10.5B
Assets Under Management
1,737
Total Clients
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Registration Details

CIK
203129
Accession
CRD-7294
Location
BLOOMFIELD HILLS, MI
Filing Date
March 30, 2026
AUM
$10.5B
Total Clients
1,737
Amendment
No

About this Adviser

SCHWARTZ & CO. is a registered investment adviser headquartered in BLOOMFIELD HILLS, MI, managing approximately $10.5B in assets across 1,737 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.