Daniel
Griffith

Charles Schwab Investment Management, Inc

CRD#7093032
Investment Advisor
in San Francisco, CA

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About this Advisor

Daniel Griffith is a financial advisor operating out of San Francisco, California who has 3 years of industry experience. Griffith is on the advisory team at Charles Schwab Investment Management, Inc. Over the course of their career, Griffith has held roles at Wasmer, Schroeder, Olde Florida Golf Club, Shadow Wood Country Club, Appraisal First, LLC, Bear Dance Golf Club, Celebration Golf Club and Charles Schwab Investment Management, Inc. Griffith maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Colorado and Florida. Charles Schwab Investment Management, Inc is a firm operating out of San Francisco, CA. It has offices in 158 locations and a total of 1,007 advisors. It has $783 billion in assets among its 242,041 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 218 charities and foundations. Of its 242,041 customer accounts, 19% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm has a number of services, including 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. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types billed by Charles Schwab Investment Management, Inc likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 65

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

Daniel Griffith Work History

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

2020 - Present (4 years)

Charles Schwab Investment Management, Inc

2018 - 2020 (2 years)

Wasmer, Schroeder

2018 - 2018 (< 1 year)

Wasmer, Schroeder

2017 - 2017 (< 1 year)

Wasmer, Schroeder

2016 - 2017 (1 year)

Olde Florida Golf Club

2016 - 2016 (< 1 year)

Appraisal First, LLC

2014 - 2016 (2 years)

Shadow Wood Country Club

2014 - 2014 (< 1 year)

Bear Dance Golf Club

2013 - 2014 (1 year)

Shadow Wood Country Club

2012 - 2013 (1 year)

Celebration Golf Club

*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 Daniel Griffith 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

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