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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 July 21, 2017
    • $74.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 159K
      Accounts
    • $469.2K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

648

name start date
Trent Elliott Walters
January 2012
Eric Christopher Kurth
August 2016
Tate Justis Matthews
January 2012
Jack Taylor Greenagel
January 2012
Gayle Ann Conrad
December 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Charles Schwab & Co., Inc. Dual Registrant $0
    Charles Schwab Bank -- --
    Charles Schwab Investment Advisory, Inc. -- --
    Charles Schwab Investment Management, Inc IAR $302,249,542,886
    Charles Schwab Trust Company -- --
    Schwab Wealth Investment Advisory, Inc. IAR $0
    Thomaspartners, Inc. IAR $10,185,788,168
    Windhaven Investment Management, Inc. IAR $8,961,198,464

      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%
      Philip Roger Martin Chief Compliance Officer June, 2017 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Other