Overview
Assets Under Management: $66.1 billion
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 36,545
Average Client Assets: $0.6 million
Frequently Asked Questions
CHARLES SCHWAB INVESTMENT ADVISORY, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151739), CHARLES SCHWAB INVESTMENT ADVISORY, INC is subject to fiduciary duty under federal law.
CHARLES SCHWAB INVESTMENT ADVISORY, INC is headquartered in SAN FRANCISCO, CA.
CHARLES SCHWAB INVESTMENT ADVISORY, INC serves 36,545 high-net-worth clients according to their SEC filing dated December 01, 2023. View client details ↓
According to their SEC Form ADV, CHARLES SCHWAB INVESTMENT ADVISORY, INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CHARLES SCHWAB INVESTMENT ADVISORY, INC manages $66.1 billion in client assets according to their SEC filing dated December 01, 2023.
According to their SEC Form ADV, CHARLES SCHWAB INVESTMENT ADVISORY, INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 36,545
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.03%
Average Client Assets: $0.6 million
Total Client Accounts: 495,347
Discretionary Accounts: 495,347
Regulatory Filings
CRD Number: 151739
Filing ID: 1803192
Last Filing Date: 2023-12-01 15:02:00