SCHWAB WEALTH INVESTMENT ADVISORY, INC.
Total AUM
$0
Employees
13Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
211 MAIN STREET
SAN FRANCISCO
CA 94105
United States
SAN FRANCISCO
CA 94105
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
720-418-2667
Other Offices
1
Financials
Total AUM
$0
Accounts
0Discretionary
$0
Accounts
0Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Other Services
Other Services
WRAP FEE PROGRAM SPONSOR
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SEE SCHEDULE D
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.