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      Charles Schwab Corporation

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      Investment Securities, Financial Planners, Financial Planning Consultants

      211 Main St, San Francisco, CA 94105

      415-667-7000

      OPEN NOW: 
      Today: 8:00 am - 5:00 pm
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      DETAILS
      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.
      Extra Phones

      Phone: 415-667-1009

      Phone: 415-636-7000

      Fax: 415-627-8538

      TollFree: 800-435-4000

      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Investment Securities, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers
      Payment Options
      Neighborhoods
      Financial District, Northeast San Francisco
      AKA

      Charles Schwab Investment Management, Inc

      Charles Schwab Trust Co

      Charles Schwab Insurance Svc

      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

      Other Emails

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