Schwartz Investment Counsel is an investment advisor in Plymouth with $3.23 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
382325495
SEC advisor number
801-32773
FINRA CRD number
104693
AUM ?
$3.26 bn
(as of 8 Mar 24)
Accounts
81
(as of 8 Mar 24)
Employees
20
(11 investment advisory or research)
Address
Schwartz Investment Counsel
801 W. ANN ARBOR TRAIL
SUITE 244
PLYMOUTH
MI 48170
801 W. ANN ARBOR TRAIL
SUITE 244
PLYMOUTH
MI 48170
Phone
734-455-7777
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Oct 24
13F-HR
Quarterly holdings report by institutional manager
24 Jul 24
13F-HR
Quarterly holdings report by institutional manager
7 May 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22