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        General Info
        Founded in1989, Charles Schwab Investment Management provides discretionary investment advisory services to managed account clients. The firm has more than $230 billion in assets. It also manages several mutual funds that use the Schwab Equity Ratings to guide security selection. In addition, Charles Schwab Investment Management handles risk by diversifying the industry mix of model portfolios. Its products include large cap growth and core and dividend and small cap equity managed accounts. The firm is registered with the U. S. Securities and Exchange Commission. Charles Schwab Investment Management is an affiliate of Charles Schwab & Company, which is a provider of investment guidance and portfolio planning services.
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        Extra Phones

        Fax: (415) 627-8538

        TollFree: (800) 435-4000

        Phone: (415) 667-1009

        Neighborhoods
        Financial District, Northeast San Francisco
        AKA

        Charles Schwab Investment Management, Inc

        Charles Schwab Trust Co

        Charles Schwab & Company Inc

        The Charles Schwab Corporation

        Other Links

        http://www.schwab.com

        http://corporateservices.schwab.com

        https://www.schwabfunds.com/public/csim/home

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        Categories
        Investment Securities, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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        Details

        Phone: (415) 667-7000

        Address: 211 Main St, San Francisco, CA 94105

        Website: http://www.schwab.com

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