Tamu
Dawson

Charles Schwab Investment Management, Inc

CRD#5277776
Investment Advisor
in Chicago, IL

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About this Advisor

Tamu Dawson is a financial advisor based in Chicago, Illinois, working with Charles Schwab Investment Management, Inc. Tamu has previously held a position at Charles Schwab & Co., Inc. Tamu has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Tamu is part of Charles Schwab Investment Management, Inc, which operates out of Chicago, Illinois. The firm has 107 offices and 857 employees. The firm manages assets totaling $1.1 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Charles Schwab Investment Management, Inc includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

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

150 S Wacker Dr
Chicago, IL 60606

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Charles Schwab Investment Management, Inc Brokerage Details

Total Assets Under Management

$1,098,805,397,188

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

857

IL Average: 43
Total Number of Accounts

304,509

IL Average: 3,727
Average Account Size

$3,608,450

IL 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

Tamu Dawson Work History

2007 - Present (17 years)

Charles Schwab & Co., Inc

Disclosures

Please visit the SEC profile of Tamu Dawson 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

Daniel Griffith
San Francisco, CA
Jesse Renda
San Francisco, CA
Stephen Mcculloch
Lone Tree, CO
Connor Jacobs
Lone Tree, CO
Jamie Peek
San Francisco, CA
Trevor Durham
San Francisco, CA
Brian Dixon
San Francisco, CA
Michael Morin
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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