Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. (CRD# 151739) is a financial advisory firm headquartered in San Francisco, CA. They manage $66,080,242,938 in 495,347 accounts and serve the financial needs of clients across 53 states (or territories).
Current Firm Details
Charles Schwab Investment Advisory, Inc.
By the Numbers
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Total Assets Under Management66,080MILLION
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Total Number of Accounts495,347ACCOUNTS
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Average Account Value$133,402
Compensation Options
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Financial Advisors at Charles Schwab Investment Advisory, Inc.
1
Russell Ow (CRD# 5387820) is an Investment Advisor Representative working at Charles Schwab Investment Advisory, Inc. in San Francisco, CA and has over 16 years of experience in the finance industry.
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