What departments does Schwartz & Co. have?

Schwartz & Co. has employees across 4 departments including Operations, Analytics, Banking, Finance.

What is the largest department at Schwartz & Co.?

The largest department at Schwartz & Co. is Banking with 2 employees.

Where are Schwartz & Co. employees located globally?

Schwartz & Co. has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, France, United States Of America.

How has Schwartz & Co.'s team size changed over time?

Schwartz & Co.'s team has grown from approximately 42 to 44 employees based on available data.

Schwartz & Co. Employee Directory

Financial ServicesMichigan, United States51-200 Employees

Schwartz & Co. is a financial services firm with a history dating back to 1976, offering investment expertise and customized service that blends boutique-level attention with the resources of a larger organization. The firm serves both institutional clients and private wealth clients, including large institutions, individuals, families, and business owners, and focuses on retirement plan consultative services alongside tailored wealth management solutions. Based in Bloomfield Hills, Michigan, with operations that extend to all 50 states, Schwartz & Co. emphasizes long-term discipline in its approach to investments and client service. The company operates from offices in Michigan and Florida, and its profile notes a commitment to providing personalized guidance and comprehensive wealth strategies within a regulated financial services framework. A recent development highlighted public outreach initiatives, such as a Coffee & Conversation Series launched in early 2022, reflecting efforts to engage clients and communities beyond traditional advisory services.

Schwartz & Co. Global Highlights

North America
47

United States Of America
47

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
France
1

Schwartz & Co.'s Leadership

R. S.
Associate Partner
Mobile Phone
Email
L. P.
Director Of Operations
Mobile Phone
Email
J. E. Y.
Registered Representative
Mobile Phone
Email
R. R.
Registered Representative
Mobile Phone
Email
C. O.
Student
Mobile Phone
Email
G. A.
Compliance Analyst
Mobile Phone
Email
G. H.
Financial Advisor
Mobile Phone
Email
J. H.
Registerd Investment Advisor
Mobile Phone
Email

Schwartz & Co. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Entrepreneurship
Other
Branding

Contact profiles from Schwartz & Co.

Name

Title

Contact

Location

Last Update

R. S.
Associate Partner
Mobile Phone
Email
United KingdomEngland
Jul 06, 2026
L. P.
Director Of Operations
Mobile Phone
Email
Oct 22, 2024
J. E. Y.
Registered Representative
Mobile Phone
Email
Jun 28, 2026
R. R.
Registered Representative
Mobile Phone
Email
May 28, 2026
C. O.
Student
Mobile Phone
Email
Oct 16, 2024
G. A.
Compliance Analyst
Mobile Phone
Email
Oct 16, 2024
G. H.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024
J. H.
Registerd Investment Advisor
Mobile Phone
Email
Sep 15, 2025
J. M.
Investment Banking Intern
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Schwartz & Co. known for?

Schwartz & Co. was founded in 1976 operates in the Financial Services industry. Explore Schwartz & Co.'s company overview page for more information.

What is Schwartz & Co.'s most common email format?

Schwartz & Co. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Schwartz & Co. email formats with LeadIQ.

How many employees does Schwartz & Co. have currently?

Schwartz & Co. has approximately 51 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Schwartz & Co.'s key employees and leadership?

As of August 2026, Schwartz & Co.'s key employees include:

Associate Partner: R. S.
Director Of Operations: L. P.
Registered Representative: J. E. Y.
Registered Representative: R. R.
Student: C. O.

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Schwartz & Co. Employee Directory

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