211 MAIN STREET
SAN FRANCISCO CA 94105
Business Phone: 415-667-7000
6211-SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
• SAN FRANCISCO, CA How do I update this listing?
Schwab Charles Corp is based out of San Francisco. The Charles Schwab Corporation (CSC) is a financial holding company. Through its subsidiaries, the Company engages in securities brokerage, banking and related financial services. As of December 31, 2009, CSC provided financial services to individuals and institutional clients through two segments: Investor Services and Institutional Services. As of December 31, 2009, the Company had $1.42 trillion in client assets, 7.7 million active brokerage accounts, 1.5 million corporate retirement plan participants and 722,000 banking accounts. The Investor Services segment includes the Company's retail brokerage and banking operations. The Institutional Services segment provides custodial, trading, and support services to independent investment advisors (IAs), as well as retirement plan, equity compensation plan, and other financial services to corporations and their employees. In November 2010, the Company aquired Windward Investment Management, Inc.Whalewisdom has at least 2 13D filings, and 538 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor.