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⚲
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| Charles Schwab Investment Advisory Inc
✚
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|
|---|---|
| CRD # | 151739 |
| SEC # | 801-70737 |
| CIK # | 0001501902 |
| AUM | |
| Employees | 26 (96% Investors, 0% Brokers) |
| Phone | 415-667-1910 |
| Address | 211 Main Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 458,668 | 44.5 |
| (b) Individuals (high net worth individuals) | 36,545 | 21.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 134 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 495,347 | 66.1 |
| By Discretionary | ||
| Discretionary | 495,347 | 66.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 495,347 | 66.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 66.1 | |
| Total | 495,347 | 66.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001501902] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Charles Schwab Investment Management Inc
✚
|
CA | 1,437.0 |
|
Charles Schwab & Co Inc
✚
|
CA | 0.0 |
|
Charles Schwab Investment Advisory Inc
✚
|
CA | 0.0 |
|
Schwab Wealth Investment Advisory Inc
✚
|
CA | 0.0 |