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May 05, 2015 4:03 PM ET

Capital Markets

Company Overview of Gregory J. Schwartz & Co., Inc.

Company Overview

Gregory J. Schwartz & Co., Inc. is an employee owned asset management firm with approximately $65 million in assets under management. The firm also provides broker dealer, retirement planning, and advisory services to its clients. It provides its services to individuals, including high net worth individuals; pension and profit sharing plans; pooled investment vehicles; charitable organizations; corporations; state or municipal government entities; and broker of stocks and bonds. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It invests in the public equity and fixed income markets of the United States. The firm also invests in the real estate markets....

3707 West Maple Road

Bloomfield Hills, MI 48301-3212

United States

Founded in 1976

Phone:

248-644-2701

Fax:

248-644-6837

Key Executives for Gregory J. Schwartz & Co., Inc.

President, Chief Executive Officer, and Chief Operating Officer
Chief Financial Officer
Director and Vice President
Age: 50
Director and Vice-President
Age: 49
Treasurer and Director of Financial Planning
Compensation as of Fiscal Year 2014.

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