CRD: 115427
Schwartz Investment Management Co.
$18.9M Total AUM
$18.9M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
34 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-14-1992
- Office Locations
- 1
Office Locations
232 1 AVE E Dickinson ND
About Schwartz Investment Management Co.
Schwartz Investment Counsel (est. 1980, Plymouth, MI) provides investment counseling and portfolio management for families, trusts, retirement funds, foundations/endowments, corporations and select institutional clients, including mutual funds. The team manages high-quality stock and bond portfolios using disciplined fundamental security analysis and a fiduciary, risk-aware approach.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$290.9K AVG AUM / CLIENT
34.6 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
34yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JAMES SCHWARTZ
President, Principal
- CRD
- #2193196
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,910,380 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,910,380 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Public Funds:
Available Corporate - Non-Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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