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
David Poole (CRD# 4448750) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 22 years of experience in the finance industry.
Thomas Richmond (CRD# 1799638) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 35 years of experience in the finance industry.
Nicholas Rubino (CRD# 6316979) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Jersey City, NJ and has over 8 years of experience in the finance industry.
James Serhant (CRD# 2662860) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Boston, MA and has over 28 years of experience in the finance industry.
Christopher Sheehan (CRD# 5716953) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Cleveland, OH and has over 14 years of experience in the finance industry.
James Staten (CRD# 5584697) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Atlanta, GA and has over 14 years of experience in the finance industry.
Gregory Thomas (CRD# 445150) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Avon, CO and has over 32 years of experience in the finance industry.
Martin Wasmer (CRD# 1201458) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 40 years of experience in the finance industry.
Catherine Weigel (CRD# 4617167) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 21 years of experience in the finance industry.
Bradley White (CRD# 4078962) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Saint Louis, MO and has over 24 years of experience in the finance industry.