Unclaimed Profile

Timothy Steven Schwartz

SCHWARTZ INVESTMENT COUNSEL INC·PLYMOUTH, Michigan

Series 6, Series 26, Series 63Clean record15 years registeredSCHWARTZ INVESTMENT COUNSEL INC

801 W. ANN ARBOR TRAIL, PLYMOUTH, MI 48170CRD# 4473315Firm CRD# 104693

Profile Verification

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

Identity

Timothy Steven Schwartz · PLYMOUTH, MI

Registration

CRD #4473315 · 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

Sep 2010 – Dec 2022

PLYMOUTH, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Registration record

First registered · September 14, 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 Timothy Steven Schwartz offer?

Timothy Steven Schwartz specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Timothy Steven Schwartz's credentials?

Timothy Steven Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Steven Schwartz located?

Timothy Steven Schwartz is based in PLYMOUTH, Michigan, last registered with SCHWARTZ INVESTMENT COUNSEL INC.

How does Timothy Steven Schwartz charge for services?

Timothy Steven Schwartz'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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