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Building 2CHARLES SCHWAB INVESTMENT ADVISORY, INC

Map pinSAN FRANCISCO, CA
Phone415-667-1910
NotebookSEC #801-70737
Total AUM
$66.1B
Employees
26
Clients
495,347

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
211 MAIN STREET
SF211MN-08-150
SAN FRANCISCO
CA 94105
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
415-667-1910

ReceiptFinancials

Total AUM
$66.1B
Accounts
495,347
Discretionary
$66.1B
Accounts
495,347
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
458,668
AUM
$44.5B
HNW Individual Clients
36,545
AUM
$21.2B
Corporation or Business Clients
134
AUM
$386.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other Fee
Other Compensation
COSTS PLUS

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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