Unclaimed Profile

Richard Laurence Platte

SCHWARTZ INVESTMENT COUNSEL INC·PLYMOUTH, Michigan

Clean record15 years registeredSCHWARTZ INVESTMENT COUNSEL INC

801 W. ANN ARBOR TRAIL, PLYMOUTH, MI 48170CRD# 4344244Firm CRD# 104693

Profile Verification

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

Identity

Richard Laurence Platte · PLYMOUTH, MI

Registration

CRD #4344244 · SCHWARTZ INVESTMENT COUNSEL INC · 15 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

Oct 2010 – Jun 2022

PLYMOUTH, MI

Registrations & Exams

Registration record

First registered · October 8, 2010

Years registered · 15

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

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Frequently Asked Questions

What services does Richard Laurence Platte offer?

Richard Laurence Platte specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Richard Laurence Platte's credentials?

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

Where is Richard Laurence Platte located?

Richard Laurence Platte is based in PLYMOUTH, Michigan, last registered with SCHWARTZ INVESTMENT COUNSEL INC.

How does Richard Laurence Platte charge for services?

Richard Laurence Platte'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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