Catherine
Weigel

Charles Schwab Investment Management, Inc

CRD#4617167
Investment Advisor
in San Francisco, CA

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About this Advisor

Catherine Weigel is a certified financial planner who works out of San Francisco, California with 3 years of relevant experience. Weigel is an employee of Charles Schwab Investment Management, Inc. Over the course of their career, Weigel has held roles at Thomaspartners, Inc, Charles Schwab Investment Advisory, Inc and Charles Schwab Investment Management, Inc. Weigel holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Massachusetts and Texas. Charles Schwab Investment Management, Inc is a business headquartered in San Francisco, CA. The investment advisory business has offices in 158 locations and a total of 1,007 advisors. It manages $783 billion in assets between its 242,041 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 218 charitable organizations. Of its 242,041 accounts, 19% are associated with high-net-worth investors who have more than $1 million in investable assets. Charles Schwab Investment Management, Inc performs a wide array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually vary depending on which service is provided. Fees billed by Charles Schwab Investment Management, Inc most likely consist of some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

211 Main Street
San Francisco, CA 94105

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Charles Schwab Investment Management, Inc Brokerage Details

Total Assets Under Management

$782,620,910,160

CA Average: $7,578,581,321
Total Number of Employees

1,007

CA Average: 43
Total Number of Accounts

242,041

CA Average: 3,727
Average Account Size

$3,233,423

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Catherine Weigel Work History

Catherine has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Charles Schwab Investment Management, Inc

2018 - 2020 (2 years)

Charles Schwab Investment Advisory, Inc

2012 - 2018 (6 years)

Thomaspartners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Catherine Weigel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Charles Schwab Investment Management, Inc

Michael Morin
San Francisco, CA
Jesse Renda
San Francisco, CA
Daniel Griffith
San Francisco, CA
Brian Dixon
San Francisco, CA
Trevor Durham
San Francisco, CA
Connor Murphy
San Francisco, CA
Jamie Peek
San Francisco, CA
Catherine Weigel
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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