Schwab Wealth Investment Advisory Inc

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Assets, Funds, Holdings

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Schwab Wealth Investment Advisory Inc
CRD #173455
SEC #801-80497
CIK #
AUM
Employees 13 (38% Investors, 85% Brokers)
Phone720-418-2667
Address211 Main Street
San Francisco, CA 94105
Source [IAPD] [Website] [Twitter]
Total AUM ($)
1.00.80.60.40.20.02010201320172021
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Related Firms State AUM ($BB)
Charles Schwab Investment Management Inc
CA 782.6
Charles Schwab Investment Advisory Inc
CA 66.1
Charles Schwab & Co Inc
CA 0.0
Schwab Wealth Investment Advisory Inc
CA 0.0
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