SCHWAB WEALTH INVESTMENT ADVISORY, INC.

SAN FRANCISCO, California·3 registered advisors·CRD# 173455
SEC# 801-804971720-418-2667
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Other
Compensation
Percentage of AUM
Other: SEE SCHEDULE D
03

Advisors at SCHWAB WEALTH INVESTMENT ADVISORY, INC.

3 registered advisors
Alison Pearcy Dooher
SAN FRANCISCO, California
Frederick John Duden
SAN FRANCISCO, California
Michael Warren Canady
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. SCHWAB WEALTH INVESTMENT ADVISORY, INC. (CRD# 173455) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.