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).

By the Numbers
  • Total Assets Under Management
    782,621
    MILLION
  • Total Number of Accounts
    242,041
    ACCOUNTS
  • Average Account Value
    $3,233,423
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
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 Management, Inc.
Showing 1 - 10 of 39 top financial advisors.
1
Ruta Bruckute
CRD#: 6386499
600 5th Avenue South, Suite 210, Naples, FL 34102

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.

2
Nicole E. Calabrese
CRD#: 5775394
211 Main Street, San Francisco, CA 94105

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.

3
Tamu E. Dawson
CRD#: 5277776
150 S Wacker Dr, Chicago, IL 60606

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.

4
Viraj Desai
CRD#: 5349003
North Bergen, NJ

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.

5
Jason D. Diefenthaler
CRD#: 4895764
211 Main Street, San Francisco, CA 94105

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.

6
Brian M. Dixon
CRD#: 5724698
211 Main Street, San Francisco, CA 94105

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.

7
Brian E. Ferry
CRD#: 6254901
1111 Superior Ave E, Suite 1100, Cleveland, OH 44114

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.

8
Nicholas E. Glenn
CRD#: 5066315
434 Fayetteville St, 13th Floor, Raleigh, NC 27601

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.

9
Matthew M. Gugliemini
CRD#: 5547194
One International Place, Boston, MA 02110

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.

10
Kelly Johnson
CRD#: 4431711
27201 Puerta Real, Suite #100, Mission Viejo, CA 92691

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.

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