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Schwab Private Client Investment Advisory, Inc.

Schwab Private Client Investment Advisory, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 14, 2019
    • $91.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 183K
      Accounts
    • $498.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

651

name start date
David Matthew Auer
October 2016
Kerry Anne Vandine
May 2012
Russell M Johnson
June 2019
David Daniel Arvizu
August 2014
Kevin Wayne Trisler
January 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Charles Schwab & Co., Inc. -- --
    Charles Schwab Bank -- --
    Charles Schwab Investment Advisory, Inc IAR $70,588,972,038
    Charles Schwab Investment Management, Inc IAR $379,318,216,758
    Charles Schwab Signature Bank -- --
    Charles Schwab Trust Company -- --
    Charles Schwab, U.K. Limited -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Robert K (Mi Only) Innes Chief Legal Officer August, 2011 less than 5%
      Christopher Brian Thom President October, 2015 less than 5%
      Marlene Bates Chief Financial Officer December, 2015 less than 5%
      Marc Christopher Stewart Chief Compliance Officer August, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Other