Overview
Assets Under Management: $3.8 billion
Headquarters: PLYMOUTH, MI
High-Net-Worth Clients: 19
Average Client Assets: $3.1 million
Frequently Asked Questions
SCHWARTZ INVESTMENT COUNSEL INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104693), SCHWARTZ INVESTMENT COUNSEL INC is subject to fiduciary duty under federal law.
SCHWARTZ INVESTMENT COUNSEL INC is headquartered in PLYMOUTH, MI.
SCHWARTZ INVESTMENT COUNSEL INC serves 19 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, SCHWARTZ INVESTMENT COUNSEL INC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
SCHWARTZ INVESTMENT COUNSEL INC manages $3.8 billion in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, SCHWARTZ INVESTMENT COUNSEL INC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.56%
Average Client Assets: $3.1 million
Total Client Accounts: 77
Discretionary Accounts: 77
Regulatory Filings
CRD Number: 104693
Filing ID: 2075946
Last Filing Date: 2026-03-26 16:44:04