CHARLES SCHWAB INVESTMENT ADVISORY, INC
San Francisco, California
3.6
31 Reviews
Charles Schwab Investment Advisory, Inc is a reputable regional investment advisory firm headquartered in San Francisco, CA, boasting a single office location. With a team of 26 dedicated professionals, nearly all of whom specialize in providing top-notch investment advisory services, they are committed to helping clients navigate the complexities of the financial world. Renowned for their exceptional expertise and client-centric approach, Charles Schwab Investment Advisory, Inc manages an impressive average of approximately $2,643,210,000 in assets per investment advisor. This figure is significantly higher than the industry ave...
See more
Loading...

Assets Under Mgmt

$66.08B

Investment Professionals

25

Locations

0

% 401K & Individual

67%

% Discretionary

100%
Compensation Structure
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC found with a false statement or omission
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.