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- Custodian
- Empower · Fidelity/NFS · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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
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ANDREW TIMOTHY BEARRE
Financial Advisor
- CRD
- #2371891
GABRIEL STEPHEN BESHARA
Registered Representative
- CRD
- #5326752
Showing 2 of 30 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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