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SCHWARTZ & CO.

BLOOMFIELD HILLS, MI · CRD 7294 · IAPD ↗ · gjsco.com · 248-644-2701

$10.49BRegulatory AUM
23Advisory reps
30Employees
0Clients
More than 500Planning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — SCHWARTZ & CO. notice-filed in AL, KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — SCHWARTZ & CO. notice-filed in DC, MA, MD, ME, MO, OK, OR, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2024 — SCHWARTZ & CO. notice-filed in GA, IN, NH, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.