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- Custodian
- Empower · Fidelity/NFS · RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-16-1976
- Office Locations
- 1
Office Locations
About Gregory J. Schwartz & Co., Inc.
Gregory J. Schwartz & Co. is a Michigan-based, family-values firm serving institutions, business owners, families, and individuals. It specializes in retirement plan consulting—supporting investment committees and delivering in-person 401(k) group sessions and one-on-one participant guidance—alongside customized wealth management and investment banking services. Boutique attention backed by larger-firm resources and infrastructure; founded in 1976.
Reported data analysis
What the numbers show
Between March 18, 2025 and March 30, 2026, reported AUM increased 15.6%, from $9.1B to $10.5B.
Across 5 reported observations, AUM increased 80.9% between June 28, 2022 and March 30, 2026, from $5.8B to $10.5B.
Of the latest reported AUM, 1.7% is discretionary and 98.3% is non-discretionary.
The firm reports 23 advisory representatives and 1,737 clients, or 75.5 clients per representative. That equates to $6.0M in reported AUM per client.
The profile lists 1 reported office location and 49 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
EDWARD AUGUSTINE SCHWARTZ
Chairman Of The Board, Chief Executive Officer, President
- CRD
- #2166324
- Ownership
- 10% but less than 25%
JOSEPH EMMET SCHWARTZ
Director, Secretary, TREASURER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
Unlock allContacts
ANDREW TIMOTHY BEARRE
Financial Advisor
- CRD
- #2371891
GABRIEL STEPHEN BESHARA
Registered Representative
- CRD
- #5326752
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,596,727 | $10,033,152 |
| Non-Discretionary | $10,308,862,840 | $5,997,012 |
| Total | $10,489,459,567 | $6,038,837 |
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Separately Managed Accounts
SMA allocation detail is available
Gregory J. Schwartz & Co., Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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