CHARLES SCHWAB INVESTMENT ADVISORY, INC.

CHARLES SCHWAB INVESTMENT ADVISORY, INC
SAN FRANCISCO, California·3 registered advisors·CRD# 151739
SEC# 801-707370415-667-1910
01

Firm Overview

AUM
$66.1B
Regulatory assets under management
Employees
26
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Other: COSTS PLUS
03

Specialties

Investment ManagementWealth Management
04

Advisors at CHARLES SCHWAB INVESTMENT ADVISORY, INC.

3 registered advisors
Mark William Riepe
SAN FRANCISCO, California
Roseanne C Hauer
SAN FRANCISCO, California
William F Quinn
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CHARLES SCHWAB INVESTMENT ADVISORY, INC. (CRD# 151739) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.