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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
SAN FRANCISCO, California
·
13 registered advisors
·
CRD# 106753
SEC# 801-35905
107
415-667-9200
01
Firm Overview
AUM
$1098.8B
Regulatory assets under management
Employees
857
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: COSTS
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
13 registered advisors
Brett Harlan Wander
SAN FRANCISCO, California
CRD# 2569034
Catherine Margaret Macgregor
SAN FRANCISCO, California
CRD# 4998989
David John Lekich
SAN FRANCISCO, California
CRD# 4170869
George Manuel Pereira
SAN FRANCISCO, California
CRD# 4047873
Jessica Ann Seidlitz
SAN FRANCISCO, California
CRD# 4910590
Jonathan Christian De St Paer
SAN FRANCISCO, California
CRD# 4731700
Marie Anastasia Chandoha
SAN FRANCISCO, California
CRD# 1387092
Mark Dickhut Fischer
SAN FRANCISCO, California
CRD# 6259252
Mark Hunter
SAN FRANCISCO, California
CRD# 4781778
Michael Frederick Hogan
SAN FRANCISCO, California
CRD# 2986381
Omar Aguilar Chavez
SAN FRANCISCO, California
CRD# 4782958
Patrick S Cassidy
SAN FRANCISCO, California
CRD# 6124793
William Patrick Mcmahon
SAN FRANCISCO, California
CRD# 4280588
05
Office Locations
SAN FRANCISCO, California
13 advisors
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Data sourced from SEC Form ADV filings. CHARLES SCHWAB INVESTMENT MANAGEMENT, INC (CRD# 106753) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.