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Manager Profile

Schwartz Financial Services
Michael Schwartz
115 Old York Road
Jenkintown, PA 19046
phone: (215) 886-2122
fax: (215) 886-6144
email:
Manager Overview
Provide Comprehensive Wealth Management to Individuals, Companies, Trusts and Foundations. Work with clients reviewing their 13 wealth management issues.
Experience & Disclosure
Work Experience: First licensed in 1977.
Academic Background: Lasalle College, BS Marketing
Services
Types of Investments: Handle all types of investments from Stocks & Bonds to Private Equity.
Qualifications
Certifications, Accreditations and Designations: Registered Financial Consultant Certified Wealth Strategist Certified Funds Specialist Certified Senior Advisor
Number of Advisors in Office: 3
Advisor's Number of Clients: 200
Assets Managed by Advisor: 150,000,000
Compensation
New Client Minimum Portfolio Size: 100,000
Fee: 2.0 - .75
Money Manager Articles
The Markets - 05/03/2010
The Markets - 04/20/2010
The Markets - 04/12/2010
THE FIRST QUARTER IN REVIEW - 04/07/2010
The Markets - 03/31/2010
Prepared by: Michael Schwartz
Created on: 10/31/2009 1:14 pm est
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