Unclaimed Profile

Cathy Marie Stoner

SCHWARTZ INVESTMENT COUNSEL INC·PLYMOUTH, Michigan

Clean recordSCHWARTZ INVESTMENT COUNSEL INC

801 W. ANN ARBOR TRAIL, PLYMOUTH, MI 48170CRD# 5763279Firm CRD# 104693

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cathy Marie Stoner · PLYMOUTH, MI

Registration

CRD #5763279 · SCHWARTZ INVESTMENT COUNSEL INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

SCHWARTZ INVESTMENT COUNSEL INC

AUM

$3.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SCHWARTZ INVESTMENT COUNSEL INC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5763279

Firm CRD# 104693

View on FINRA BrokerCheck →

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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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