Executive Vice President · Schwartz Investment Counsel Inc
Michael J. Schwartz
CRD 4687963 · Named on Form ADV at one SEC-registered adviser
At a glance
Schwartz Investment Counsel Inc, an SEC-registered asset manager based in Plymouth, MI with $3.7 billion in regulatory assets, lists Michael J. Schwartz on its Form ADV as Executive Vice President, a control person.
Firms and roles
- Schwartz Investment Counsel IncExecutive Vice PresidentAsset manager · Plymouth, MI · $3.7B in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (8)
- George P. SchwartzExecutive Chairman, Schwartz Investment Counsel Inc
- Timothy S. SchwartzPresident, CEO, Schwartz Investment Counsel Inc
- Cathy M. StonerChief Compliance Officer, Vice President, Chief Financial Officer, Schwartz Investment Counsel Inc
- Robert C. SchwartzSenior Vice President, Schwartz Investment Counsel Inc
- Edward FarragherDirector, Schwartz Investment Counsel Inc
3 more people named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.