Overview
Assets Under Management: $1437.0 billion
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 173
Average Client Assets: $567 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 173
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.82
Average High-Net-Worth Client Assets: $567 million
Total Client Accounts: 843,555
Discretionary Accounts: 843,525
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 106753
Filing ID: 1960670
Last Filing Date: 2025-03-27 10:29:00
Website: https://schwab.com