AdFi
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SCHWARTZ & CO.

SEC Registered
BLOOMFIELD HILLS, MIhttps://gjsco.com248-644-2701
Assets Under Management
$5B–$25B
Employees
30
Office Locations
2 offices
Total Accounts
1737

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance Companies

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)765$598M
High Net Worth Individuals637$1.5B
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations193$7.9B
State/Municipal Entities57
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Gregory John Schwartz
CHAIRMAN OF THE BOARD
Gregory John Jr Schwartz
VICE-PRESIDENT
Edward Augustine Schwartz
PRESIDENT/CEO
Walter George Schwartz
VICE-PRESIDENT
Joseph Emmet Schwartz
TREASURER/SECRETARY
Peter Francis Schwartz
VICE-PRESIDENT
Laura Lea Powers
CFO, CCO, FINOP

Office locations

2 offices in 2 states
MI
BLOOMFIELD HILLSHQ
FL
NAPLES

Advisors at this firm

8 advisors in the directory

Regulatory & compliance

CRD number
#7294
SEC Number
801-62856
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SCHWARTZ & CO. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

SCHWARTZ & CO. in BLOOMFIELD HILLS, MI - Financial Advisory Firm | AdvisorFinder