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
By the Numbers
  • Total Assets Under Management
    66,080
    MILLION
  • Total Number of Accounts
    495,347
    ACCOUNTS
  • 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
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.
Showing 1 - 1 of 1 top financial advisors.
1
Russell P. Ow
CRD#: 5387820
211 Main Street, Sf211mn-08-150, San Francisco, CA 94105

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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