Daniel
Griffith
Charles Schwab Investment Management, Inc
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About this Advisor
Daniel Griffith is a financial advisor based in San Francisco, California, who has been in the financial industry for 11 years. Griffith is an employee of Charles Schwab Investment Management, Inc. Throughout their career, Griffith has worked at Wasmer, Schroeder, Olde Florida Golf Club, Shadow Wood Country Club, Appraisal First, LLC, Bear Dance Golf Club, Celebration Golf Club, Ocean Reef Golf Club and Charles Schwab Investment Management, Inc. Griffith holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in Florida. Charles Schwab Investment Management, Inc is an advisory firm that has its headquarters in San Francisco, California. The investment advisory business has offices in 56 locations and a total of 886 financial advisors. It handles $701 billion in assets under management among its 250,485 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 214 charitable organizations. Of its 250,485 accounts, 21% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a number 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. Fees for financial advisory services depend on which services are provided. However, fee types billed by Charles Schwab Investment Management, Inc most likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Charles Schwab Investment Management, Inc Brokerage Details
$700,818,097,648
886
250,485
$2,797,845
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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 11 years of experience.
Charles Schwab Investment Management, Inc
Wasmer, Schroeder
Wasmer, Schroeder
Wasmer, Schroeder
Olde Florida Golf Club
Appraisal First, LLC
Shadow Wood Country Club
Bear Dance Golf Club
Shadow Wood Country Club
Celebration Golf Club
Ocean Reef Golf Club
Disclosures
Daniel Griffith has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Charles Schwab Investment Management, Inc
San Francisco, CA
San Francisco, CA
San Francisco, CA
Mission Viejo, CA
Boston, MA
San Francisco, CA
Boston, MA
San Francisco, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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