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
Jeffrey Yun (CRD# 3054034) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Naples, FL and has over 25 years of experience in the finance industry.
Daniel Griffith (CRD# 7093032) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 4 years of experience in the finance industry.
Jonathan Hanna (CRD# 7896410) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has 1 year of experience in the finance industry.
Connor Jacobs (CRD# 6691632) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Lone Tree, CO and has 1 year of experience in the finance industry.
Matthew Kuss (CRD# 3237056) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in New York, NY and has over 24 years of experience in the finance industry.
Stephen McCulloch (CRD# 5818668) 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.
Elizabeth McHugh (CRD# 5774803) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Naples, FL and has 1 year of experience in the finance industry.
Russell Ow (CRD# 5387820) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 16 years of experience in the finance industry.
Jesse Renda (CRD# 7092976) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 4 years of experience in the finance industry.