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Cathy Marie Stoner

SCHWARTZ INVESTMENT COUNSEL INC·PLYMOUTH, Michigan
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801 W. ANN ARBOR TRAIL, PLYMOUTH, MI 48170CRD# 5763279Firm CRD# 104693
01

About

Cathy Marie Stoner is a registered financial advisor based in PLYMOUTH, Michigan, affiliated with SCHWARTZ INVESTMENT COUNSEL INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
SCHWARTZ INVESTMENT COUNSEL INC
SCHWARTZ INVESTMENT COUNSEL INC
AUM
$3.3B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at SCHWARTZ INVESTMENT COUNSEL INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5763279
Firm CRD# 104693
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cathy Marie Stoner offer?
Cathy Marie Stoner specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLYMOUTH, Michigan for a consultation.
What are Cathy Marie Stoner's credentials?
Cathy Marie Stoner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cathy Marie Stoner located?
Cathy Marie Stoner is based in PLYMOUTH, Michigan, working with SCHWARTZ INVESTMENT COUNSEL INC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Cathy Marie Stoner charge for services?
Cathy Marie Stoner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHWARTZ INVESTMENT COUNSEL INC?
SCHWARTZ INVESTMENT COUNSEL INC has approximately 20 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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