Walter George Schwartz

Current Employers

Employment History

• 07/1989 → Present
  Gregory J. Schwartz & Co., Inc.
  Bloomfield Hills, MI

Other Businesses

Schwartz Holdings, LLC, (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Expense share arrangement. LLC Member. Start date: 06/02/2009. Devotes 2 hours per quarter, during trade hours, to reviews operational expense payments paid for B/D. Schwartz Benefit Services, LLC, (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Insurance agency. LLC Member/Sales representative. Start date: 01/18/2002. Devotes 4 hours a month, during trade hours, to sell life/health insurance and fixed annuities and to reviews operations. Schwartz Land Co., LLC D/B/A Offices at Maple/Lahser, 3707 W. Maple, Bloomfield Hills, MI 48301. Office Building, Indirect interest. Start Date: 2003. Devotes 1 hour per quarter, during trade hours, to review investment. Investment interest flows to Schwartz Financial Group, Inc. Schwartz Financial Group, Inc., (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Holding company for investments. President/Treasurer. Start date: 02/11/1992. Devotes 4 hours per quarter, during trade hours, to review investments/operations at management meeting. AHSFGI, LLC, (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Holding company for investments. Indirect interest. Start date: 01/01/2002. Devotes 1 hour per quarter, during trade hours, to review investment at management meeting. Investment interest flows to Schwartz Financial Group, Inc. American House Holdings, LLC, (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Holds interest in a senior living business assets. Indirect interest. Start date: 2000. Devotes 1 hour per quarter, during trade hours, to review investment at management meeting. Investment interest flows to AHSFGI, LLC. Baldwin House Holdings, LLC, (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Owns Interest in a senior citizen rental facility. Indirect interest. Start date: 08/20/2015. Devotes 1 hour per quarter, during trade hours, to review investment at management meeting. Investment interest flows to Schwartz Financial Group, Inc. SGN Fund Management, LLC: Start Date: 2010. SGN Fund Management II, LLC: Start Date: 2012. (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Holds interests in senior living business assets. Indirect interest. Start date: 2010. Devotes 1 hour per quarter, during trade hours, to review investment at management meeting. Investment interest flows to AHSFGI, LLC. SFG Grand Rapids, LLC: Start Date: 08/07/14 SFG Southgate, LLC: Start Date: 11/25/14 SFG Spring Lake, LLC: Start Date: 11/25/14 (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Interest in senior citizen rental facility. LLC Member. Start date: 11/25/2014. Devotes 1 hour per quarter, during trade hours, to review investment at management meeting. Rochester Roseville MC Development, LLC, (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Interest in two senior citizen rental facilities. Indirect interest. Start date: January 2015. Devotes 1 hour per quarter, during trade hours, to review investment at management meeting. Investment interest flows to AHSFGI, LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-19
• S63 Uniform Securities Agent State Law Examination
  1984-08-30