Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. (CRD# 106753) is a financial advisory firm headquartered in San Francisco, CA. They manage $506,295,730,177 in 130 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management506,296MILLION
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Total Number of Accounts130ACCOUNTS
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Average Account Value$3,894,582,540
- A percentage of assets under your management
- Other
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
Mark Baker (CRD# 5906424) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Redmond, WA and has over 9 years of experience in the finance industry.
Ruta Bruckute (CRD# 6386499) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 6 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 10 years of experience in the finance industry.
Jason Diefenthaler (CRD# 4895764) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Naples, FL and has over 16 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 11 years of experience in the finance industry.
Anton Dorokhin (CRD# 5596809) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Lone Tree, CO and has over 12 years of experience in the finance industry.
Brian Ferry (CRD# 6254901) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 7 years of experience in the finance industry.
Matthew Gugliemini (CRD# 5547194) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 12 years of experience in the finance industry.
Kelly Johnson (CRD# 4431711) 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.
Brendan Kerr (CRD# 6557564) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 5 years of experience in the finance industry.