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Charles Schwab
Charles Schwab is an SEC-registered investment adviser in San Francisco, CA, since 1990. The firm manages $1.7 trillion in assets. It has 946 employees and...
Overview
Charles Schwab is an SEC-registered investment adviser in San Francisco, CA, since 1990. The firm manages $1.7 trillion in assets. It has 946 employees and 175 investment advisers.
General information
Firm type
RIA
Year founded
1990
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Principals
Charles R. Schwab
Founder
Walt Bettinger
Co-Chairman, The Charles Schwab Corporation
Rick Wurster
President and CEO, The Charles Schwab Corporation
Carolyn Schwab-Pomerantz
Director, The Charles Schwab Corporation
Sector focus
Frequently asked questions
Which next-generation family members are involved?
Carolyn Schwab-Pomerantz serves on the board of The Charles Schwab Corporation, and Katie Schwab Paige chairs the Charles and Helen Schwab Foundation. Helen Schwab, Charles Schwab's wife, is the foundation's president. This represents a multi-generational integration of family into both corporate governance and philanthropic direction.
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