Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. (CRD# 106753) is a financial advisory firm headquartered in San Francisco, CA. They manage $782,620,910,160 in 242,041 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management782,621MILLION
-
Total Number of Accounts242,041ACCOUNTS
-
Average Account Value$3,233,423
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
Ruta Bruckute (CRD# 6386499) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Naples, FL and has over 9 years of experience in the finance industry.
Nicole Calabrese (CRD# 5775394) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 13 years of experience in the finance industry.
Tamu Dawson (CRD# 5277776) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Chicago, IL and has over 15 years of experience in the finance industry.
Viraj Desai (CRD# 5349003) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in North Bergen, NJ and has 1 year of experience in the finance industry.
Jason Diefenthaler (CRD# 4895764) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 19 years of experience in the finance industry.
Brian Dixon (CRD# 5724698) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 14 years of experience in the finance industry.
Brian Ferry (CRD# 6254901) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Cleveland, OH and has over 10 years of experience in the finance industry.
Nicholas Glenn (CRD# 5066315) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Raleigh, NC and has over 17 years of experience in the finance industry.
Matthew Gugliemini (CRD# 5547194) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Boston, MA and has over 15 years of experience in the finance industry.
Kelly Johnson (CRD# 4431711) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Mission Viejo, CA and has over 22 years of experience in the finance industry.