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 Companies97.28%
- HNWI1.58%
- Pension & Profit Sharing Plans0.56%
- Corporations / Businesses0.47%
- Charitable Organizations0.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Schwartz Investment Counsel Inc. is an institutional registered investment adviser that has been SEC-registered since 1988. The firm operates as a corporation owned by an individual and provides fee-based portfolio management services by percentage of AUM to both individual/family and institutional clients. Its advisory work spans separately managed accounts and portfolio management for investment companies and businesses or institutions. The firm does not identify as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
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 Equities40%
- Investment Grade Corp Bonds29%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents10%
Owners & executives
3 of 4
Brandon Scheitler
Senior Vice President & Chief Investment OfficerCRD 5121780
Timothy Schwartz
President, Chief Executive OfficerCRD 4473315
George Schwartz
Chairman & CEOCRD 416272
Contacts
3 of 5
Robert Schwartz
Senior Vice PresidentCRD 4473324
Michael Schwartz
Executive Vice PresidentCRD 4687963
Edward Farragher
DirectorCRD 6932213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$13.8M in ETFs
100%
$13.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $9M | 24,344 | 64.94% |
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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