CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

211 Main Street
San Francisco, California 94105
Tel: 415-667-9200

About CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC, formally registered with the SEC as CHARLES SCHWAB INVESTMENT MANAGEMENT, INC. The firm was established in 01/25/1990. They have over 159 offices throughout the country.

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC is a San Francisco, California based Financial Planning firm with nearly $782,620,910,160 assets under management, offering retirement planning & investment advisory services to 242041 clients. The firm is staffed with 1007 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106753
SEC#	801-35905
Assets Managed by Firm	$782,620,910,160
No. of Clients	242041
No. of Advisors	1007

Fee Structure

A Percentage of AUM
Fixed Fees
Other(COSTS)

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	242041	$782,620,910,160
Individuals (other than high net worth individuals)	193996	$35,883,249,399
High net worth individuals	45292	$27,197,921,549
Pension and profit sharing plans	1133	$952,295,513
Charitable organizations	218	$856,042,876
Corporations or other businesses	1140	$1,803,876,784

Inquire with CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

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