GREGORY J. SCHWARTZ & CO., INC.
Legal name: SCHWARTZ & CO.
CRD #7294 SEC #801-62856 BLOOMFIELD HILLS, MI 248-644-2701
SEC Registered Broker-Dealer
Total AUM
$9.1B
Discretionary
$179.8M
Employees
30
Clients
--
Accounts
1,835
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $9.1B | $179.8M | $8.9B | 30 | 0 |
| Nov 2024 | $7.7B | $163M | $7.6B | 27 | 0 |
| Mar 2024 | $7.7B | $163M | $7.6B | 27 | 0 |
| Jan 2024 | $6.3B | $342.5M | $6B | 27 | 0 |
| Mar 2023 | $6.3B | $342.5M | $6B | 27 | 0 |
| Mar 2023 | $5.8B | $298.4M | $5.5B | 27 | 0 |
| Jan 2023 | $5.8B | $298.4M | $5.5B | 27 | 0 |
| Jun 2022 | $5.8B | $298.4M | $5.5B | 27 | 0 |
| Jun 2021 | $5.6B | $293.3M | $5.3B | 25 | 0 |
| Nov 2020 | $4B | $248.1M | $3.8B | 24 | 0 |
| Jun 2020 | $4B | $248.1M | $3.8B | 24 | 0 |
| Jun 2019 | $3.6B | $174M | $3.4B | 21 | 0 |
| Jun 2018 | $3.5B | $166.7M | $3.3B | 21 | 0 |
| Jul 2017 | $2.4B | $147.9M | $2.3B | 20 | 693 |
| Jun 2017 | $2.4B | $147.9M | $2.3B | 20 | 693 |
| Mar 2017 | $2.7B | $124M | $2.5B | 22 | 536 |
| Jan 2017 | $2.7B | $124M | $2.5B | 22 | 536 |
| Jul 2016 | $2.7B | $124M | $2.5B | 22 | 536 |
| Jun 2016 | $2.7B | $124M | $2.5B | 22 | 536 |
| Apr 2016 | $2.6B | $130.7M | $2.5B | 22 | 485 |
| Jun 2015 | $2.6B | $130.7M | $2.5B | 22 | 485 |
| Jun 2014 | $2.3B | $127.7M | $2.2B | 20 | 306 |
| Jun 2013 | $1.8B | $110.5M | $1.6B | 20 | 305 |
| Jun 2012 | $1.9B | $113.7M | $1.8B | 11 | 305 |
| Apr 2012 | $2B | $150M | $1.8B | 11 | 140 |
| Jan 2012 | $2B | $150M | $1.8B | 11 | 140 |
| Jun 2011 | $1.9B | $150M | $1.8B | -- | -- |
| Mar 2011 | $1.8B | $45M | $1.8B | -- | -- |
| Jun 2010 | $1.8B | $45M | $1.8B | -- | -- |
| Mar 2007 | $65M | $0 | $65M | -- | -- |
| Sep 2005 | $40M | $0 | $40M | -- | -- |
| Jun 2005 | $40M | $0 | $40M | -- | -- |
| Jun 2004 | $40M | $0 | $40M | -- | -- |
DateMar 2025
Total AUM$9.1B
Discretionary$179.8M
Non-Disc.$8.9B
Employees30
Clients0
DateNov 2024
Total AUM$7.7B
Discretionary$163M
Non-Disc.$7.6B
Employees27
Clients0
DateMar 2024
Total AUM$7.7B
Discretionary$163M
Non-Disc.$7.6B
Employees27
Clients0
DateJan 2024
Total AUM$6.3B
Discretionary$342.5M
Non-Disc.$6B
Employees27
Clients0
DateMar 2023
Total AUM$6.3B
Discretionary$342.5M
Non-Disc.$6B
Employees27
Clients0
DateMar 2023
Total AUM$5.8B
Discretionary$298.4M
Non-Disc.$5.5B
Employees27
Clients0
DateJan 2023
Total AUM$5.8B
Discretionary$298.4M
Non-Disc.$5.5B
Employees27
Clients0
DateJun 2022
Total AUM$5.8B
Discretionary$298.4M
Non-Disc.$5.5B
Employees27
Clients0
DateJun 2021
Total AUM$5.6B
Discretionary$293.3M
Non-Disc.$5.3B
Employees25
Clients0
DateNov 2020
Total AUM$4B
Discretionary$248.1M
Non-Disc.$3.8B
Employees24
Clients0
DateJun 2020
Total AUM$4B
Discretionary$248.1M
Non-Disc.$3.8B
Employees24
Clients0
DateJun 2019
Total AUM$3.6B
Discretionary$174M
Non-Disc.$3.4B
Employees21
Clients0
DateJun 2018
Total AUM$3.5B
Discretionary$166.7M
Non-Disc.$3.3B
Employees21
Clients0
DateJul 2017
Total AUM$2.4B
Discretionary$147.9M
Non-Disc.$2.3B
Employees20
Clients693
DateJun 2017
Total AUM$2.4B
Discretionary$147.9M
Non-Disc.$2.3B
Employees20
Clients693
DateMar 2017
Total AUM$2.7B
Discretionary$124M
Non-Disc.$2.5B
Employees22
Clients536
DateJan 2017
Total AUM$2.7B
Discretionary$124M
Non-Disc.$2.5B
Employees22
Clients536
DateJul 2016
Total AUM$2.7B
Discretionary$124M
Non-Disc.$2.5B
Employees22
Clients536
DateJun 2016
Total AUM$2.7B
Discretionary$124M
Non-Disc.$2.5B
Employees22
Clients536
DateApr 2016
Total AUM$2.6B
Discretionary$130.7M
Non-Disc.$2.5B
Employees22
Clients485
DateJun 2015
Total AUM$2.6B
Discretionary$130.7M
Non-Disc.$2.5B
Employees22
Clients485
DateJun 2014
Total AUM$2.3B
Discretionary$127.7M
Non-Disc.$2.2B
Employees20
Clients306
DateJun 2013
Total AUM$1.8B
Discretionary$110.5M
Non-Disc.$1.6B
Employees20
Clients305
DateJun 2012
Total AUM$1.9B
Discretionary$113.7M
Non-Disc.$1.8B
Employees11
Clients305
DateApr 2012
Total AUM$2B
Discretionary$150M
Non-Disc.$1.8B
Employees11
Clients140
DateJan 2012
Total AUM$2B
Discretionary$150M
Non-Disc.$1.8B
Employees11
Clients140
DateJun 2011
Total AUM$1.9B
Discretionary$150M
Non-Disc.$1.8B
Employees--
Clients--
DateMar 2011
Total AUM$1.8B
Discretionary$45M
Non-Disc.$1.8B
Employees--
Clients--
DateJun 2010
Total AUM$1.8B
Discretionary$45M
Non-Disc.$1.8B
Employees--
Clients--
DateMar 2007
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees--
Clients--
DateSep 2005
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees--
Clients--
DateJun 2005
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees--
Clients--
DateJun 2004
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees--
Clients--