Eva XuCRD Number: 6117337
Current Firm: Charles Schwab Investment Advisory, Inc.
Eva Xu (CRD# 6117337) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in San Francisco, CA and has 1 year of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Rental Services||San Francisco, CA||Oct 2013 - Current||3|
|Charles Schwab Investment Advisory, Inc.||San Francisco, CA||Sep 2012 - Current||4|
|Bayswater Asset Management LLC||San Francisco, CA||Mar 2004 - May 2012||8|
Total Assets Under Management25,500MILLIONS
Total Number of Accounts202,262ACCOUNTS
Average Account Value$126,074
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, CO, DE, IN