Unclaimed Profile

Gregory Richard Heilman

SCHWARTZ INVESTMENT COUNSEL INC·PLYMOUTH, Michigan

Clean record26 years registeredSCHWARTZ INVESTMENT COUNSEL INC

801 W. ANN ARBOR TRAIL, PLYMOUTH, MI 48170CRD# 4667513Firm CRD# 104693

Profile Verification

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

Identity

Gregory Richard Heilman · PLYMOUTH, MI

Registration

CRD #4667513 · SCHWARTZ INVESTMENT COUNSEL INC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SCHWARTZ INVESTMENT COUNSEL INC

SCHWARTZ INVESTMENT COUNSEL INC

Sep 2010 – Apr 2021

PLYMOUTH, MI

GRIES FINANCIAL LLC

Dec 1999 – Nov 2009

CLEVELAND, OH

Registrations & Exams

Registration record

First registered · December 23, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCHWARTZ INVESTMENT COUNSEL INC

CRD 104693 · SEC 801-32773

AUM

$3.3B

Regulatory assets under management

Employees

81 client accounts

Services offered by SCHWARTZ INVESTMENT COUNSEL INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at SCHWARTZ INVESTMENT COUNSEL INC →

Introduction

Speak with Gregory

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gregory is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PLYMOUTH?

Browse all registered financial advisors in PLYMOUTH, Michigan or claim this profile if it's yours.

Browse PLYMOUTH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gregory Richard Heilman offer?

Gregory Richard Heilman specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Gregory Richard Heilman's credentials?

Gregory Richard Heilman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Richard Heilman located?

Gregory Richard Heilman is based in PLYMOUTH, Michigan, last registered with SCHWARTZ INVESTMENT COUNSEL INC.

How does Gregory Richard Heilman charge for services?

Gregory Richard Heilman'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →