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Plymouth, Michigan
$2.8 billion AUM
2 offices

Schwartz Investment Counsel Inc is based in Plymouth, Michigan and has $2.8 billion in assets under management.

Location
801 W. Ann Arbor Trail
Suite 244
Plymouth, MI 48170
$2.8 billion
AUM
18
Employees
AUM Share
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$2,799,029,306
Assets under management
74 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals Fewer than 5 clients $673,059
High net worth individuals 18 $89,478,578 3% $4,971,032
Investment companies 1 $2,546,806,176 91% $2,546,806,176
Pension and profit sharing plans Fewer than 5 clients $11,362,663
Charitable organizations Fewer than 5 clients $2,590,378
Other corporations or businesses Fewer than 5 clients $25,027,146
Employees Share
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18
Employees
9
Investment analysts
50% of total employees
AUM per employee Share
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$2,799,029,306
Assets under management
$155,501,628
AUM per employee
$311,003,256
AUM per investment analyst
About Share
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Compensation

Schwartz Investment Counsel Inc makes money through the following ways:

  • Percentage of AUM
Services offered

Schwartz Investment Counsel Inc provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 104,693
SEC number 801-32773
Legal structure Corporation
Legal governance Michigan, United States
Latest ADV filing date March 27, 2020

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