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Charles Schwab Investment Advisory, Inc

Charles Schwab Investment Advisory, Inc

Overview

Articles

Insights

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

Assets

Assets

Last updated on June 16, 2019
    • $70.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 403K
      Accounts
    • $175.0K
      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

55

name start date
Connor Francis Murphy
January 2018
Amos Webster Robinson
February 2018
William Patrick Mcmahon
March 2018
Lauren Nicole Mccarroll
December 2014
Gregory Nelson Thomas
February 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Charles Schwab & Co., Inc. -- --
    Charles Schwab Futures -- --
    Charles Schwab Investment Management, Inc IAR $379,318,216,758
    Charles Schwab Premier Bank -- --
    Charles Schwab Trust Bank -- --
    Charles Schwab Trust Company -- --
    Schwab Bank -- --
    Schwab Private Client Investment Advisory, Inc. IAR $91,149,393,168

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Michael Edward Gillespie Chief Compliance Officer March, 2018 less than 5%
      Alyssa Duffy Chief Legal Officer March, 2018 less than 5%
      Bryan Larry Olson Chief Operations Officer March, 2018 less than 5%
      Richard A Wurster Chief Executive Officer, Director March, 2018 less than 5%
      Marlene Marie-Laure Bates Chief Financial Officer, Director March, 2018 less than 5%
      William F Quinn Treasurer, Director July, 2010 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees