CHARLES SCHWAB & CO., INC.

211 Main Street
San Francisco, California 94105
Tel: 415-667-7000

About CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO, INC, formally registered with the SEC as CHARLES SCHWAB & CO, INC. The firm was established in 07/24/1987. They have over 449 offices throughout the country.

CHARLES SCHWAB & CO., INC. is a San Francisco, California based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 29350 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	5393
SEC#	801-29938
Assets Managed by Firm	$0
No. of Clients	0
No. of Advisors	29350

Fee Structure

Fixed fees
Other (ASSET BASED FEES FOR WRAP PGRMS & SUBSC PRICING FOR FIN PLANNING)

Advisory Services Provided

Financial planning services
Selection for other advisors
Other (WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM)

Firm Client Information

	No. of Clients	AUM

More Retirement Planning firms in San Francisco, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in San Francisco, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.