211 Main Street
San Francisco, California 94105
Tel: 415-667-9200
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$322,933,193,102 | 762 | 295 | |
$320,493,365,712 | 8136 | 283 |
Explore More Retirement Advisors in San Francisco, California