4.9
4.9
Author: Kaitlyn Short
Charles Schwab was founded in 1973 and is currently headquartered in San Francisco, California. They are a financial investment firm who believes in the power of investing through a commitment to challenging the industry status quo by delivering excellent client services, helping clients solve their issues and support them via a strong leadership team. Charles Schwab has $2.42 trillion in client assets, 1.5 million corporate retirement plan participants, 1.0 million banking accounts and 7,000 RIAs served. Charles Schwab also has more than 325 branches, approximately 1,200 financial consultants, $184.9 billion enrolled in advisory solutions and upwards of 100,000 financial plans they have provided to date. And they have available services for everyone from individual investors to advisors, to employers.
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