Schwartz & Co.

$10.49BAssets under management
as of Mar 2026 · SEC Form ADV
Bloomfield Hills, MI
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Custodial Platform
Fidelity
Per Form ADV · $2.8B held · filed Nov 2024
RBC
Per Form ADV · $1.3B held · filed Nov 2024
Empower
Per Form ADV · $1.0B held · filed Nov 2024