Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. (CRD# 106753) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,098,805,397,188 in 304,509 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,098,805MILLION
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Total Number of Accounts304,509ACCOUNTS
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Average Account Value$3,608,450
- 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
Brendan Kerr (CRD# 6557564) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 8 years of experience in the finance industry.
Sam Lashin (CRD# 6897361) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Huntersville, NC and has over 6 years of experience in the finance industry.
Stacie Lee (CRD# 5236123) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Lone Tree, CO and has over 15 years of experience in the finance industry.
John Majoros (CRD# 1975104) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 32 years of experience in the finance industry.
William McMahon (CRD# 4280588) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 24 years of experience in the finance industry.
Christian Menegatti (CRD# 6405343) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Boston, MA and has over 8 years of experience in the finance industry.
Michael Morin (CRD# 4215023) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 23 years of experience in the finance industry.
Tess Papazian (CRD# 6672175) 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.
Jamie Peek (CRD# 6700792) 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.
Mathew Petty (CRD# 5189080) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Lone Tree, CO and has over 14 years of experience in the finance industry.