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
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Schwarz Investment Partners is a corporation that registered with the SEC in 2022 and is owned by an individual. The firm provides fee-based portfolio management, charging a percentage of assets under management, and lists its primary advisory activity as portfolio management for individuals and small businesses. Its client base spans individual and family clients as well as institutional investors. Schwarz Investment Partners is not identified as an active ESG investor, does not operate as a multi-state adviser, and does not present itself as a capital allocator. The firm also notes an industry affiliation with an insurance company and operates from two office locations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1ROBERT SCHWARZ
President and CEOCRD 833465
Contacts
1 of 1Mark 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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