Gregory J. Schwartz & Co., Inc.

Overview

Gregory J. Schwartz & Co., Inc. is a Broker Dealer and registered investment adviser based in Bloomfield Hills, MI, registered since 1976. It reports $10.5B in assets under management across 1,737 accounts, with 30 employees. Its 31 registered representatives work across 2 branch offices in 1 state.

Reported AUM

$10.5B

Discretionary

2%

Accounts

1,737

Average account

$6M

Employees

30

Registered reps

31

Branch offices

2

Registered since

1976

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Products and services

• Alternative Investments
• Insurance
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Private Placements
• Retirement/Pension Products
• Securities Underwriting
• U.S Government Securities Dealer
• 1 more

Executive officers 3 of 7

• Edward Augustine Schwartz President, Chief Executive Officer, Principal CRD 2166324
• Gregory John Schwartz Chairperson of the Board, Principal, Chairman of the Board CRD 416277
• Gregory John Schwartz Jr Vice President, Principal, Chairman CRD 1177836

4 more executive officers, with direct contact details

Registered reps 3 of 31

• Andrew T Bearre Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2371891
• Gabriel Stephen Beshara Registered Rep · Investment Adviser Rep CRD 5326752
• David Roy Breuhan Registered Rep · Investment Adviser Rep CRD 2525039

28 more registered reps, with emails, phones and branch locations

Location

Headquarters

3707 W Maple Rd Ste 201
Bloomfield Hills, MI 48301

County

Oakland

Metro area

Detroit-Warren-Dearborn, MI

Region

Midwest

Branch offices

2 in 1 state

Registrations

• SEC registered, corporation formed in Michigan
• Registered in 52 jurisdictions
• Website: gjsco.com

Every state, with registration dates

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