Statements (61)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:financial_services
|
| gptkbp:founded_in |
gptkb:1971
|
| gptkbp:has |
partnerships with technology firms
a strong online presence a dedicated research team a strong brand reputation a client-focused approach a strong online platform a comprehensive service model a robust compliance program a dedicated service team a large network of advisors over 7,000 clients |
| gptkbp:headquartered_in |
gptkb:San_Francisco,_California
|
| https://www.w3.org/2000/01/rdf-schema#label |
Schwab Advisor Services
|
| gptkbp:is_committed_to |
diversity and inclusion
sustainability initiatives |
| gptkbp:is_divided_into |
gptkb:Charles_Schwab_Corporation
|
| gptkbp:is_focused_on |
client outcomes
|
| gptkbp:is_involved_in |
community engagement
philanthropic initiatives regulatory advocacy. |
| gptkbp:is_known_for |
high-quality service
client satisfaction innovative solutions transparent pricing low-cost investment solutions its client-centric philosophy |
| gptkbp:is_part_of |
Schwab Wealth Advisory
the Charles Schwab family of services |
| gptkbp:is_recognized_by |
industry awards
|
| gptkbp:is_recognized_for |
its technology platform
|
| gptkbp:is_regulated_by |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:leadership |
the RIA space
|
| gptkbp:offers |
risk management services
wealth management services financial planning tools research and insights custodial services financial education programs customized investment strategies retirement plan services multi-asset investment solutions educational resources for advisors integrated solutions for advisors technology solutions for advisors |
| gptkbp:provides |
market insights
trading services access to global markets financial technology solutions portfolio management services investment management services compliance support access to investment products investment research tools client reporting tools client onboarding support |
| gptkbp:serves |
independent investment advisors
|
| gptkbp:supports |
financial planning
|
| gptkbp:bfsParent |
gptkb:Charles_Schwab_Corporation
|
| gptkbp:bfsLayer |
6
|