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Company Designations Include:
  • Brokerage House
  • Global Investing
  • Income Investing
  • Mutual Fund Investing
  • Software
  • Stocks
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COMPANY PROFILE
211 Main Street
San Francisco, CA 94105
877/687-4085
Web site: www.schwabinstitutional.com/public



About Schwab Advisor Services
Since 1987, Schwab has supported independent investment advisors by offering support and services to help advisors grow their businesses and help their clients reach their financial goals. As of December 31, 2008, client assets custodied with Schwab Advisor Services stood at $477 billion. These assets, managed by approximately 5,700 independent advisor firms Schwab currently serves, represent approximately one-third of total client assets custodied with The Charles Schwab Corporation. Schwab Advisor Services, formerly Schwab Institutional, a division of Charles Schwab & Co., Inc., is a leading provider of custodial, operational and trading support for independent investment advisors.
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