Unclaimed Profile

Jonathan Hudacko

VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC·OAKLAND, California

VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC

1611 TELEGRAPH AVE., SUITE 1100, OAKLAND, CA 94612CRD# 6718493Firm CRD# 285366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Hudacko · OAKLAND, CA

Registration

CRD #6718493 · VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Jonathan Hudacko is a registered financial advisor based in OAKLAND, California, affiliated with VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

VANGUARD PERSONALIZED INDEXING MANAGEMENT

AUM

$4.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VANGUARD PERSONALIZED INDEXING MANAGEMENT →

Services

Financial planning

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 6718493

Firm CRD# 285366

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Hudacko offer?

Jonathan Hudacko specializes in Financial Planning, Investment Management. Contact their office in OAKLAND, California for a consultation.

What are Jonathan Hudacko's credentials?

Jonathan Hudacko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Hudacko located?

Jonathan Hudacko is based in OAKLAND, California, working with VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.

How does Jonathan Hudacko charge for services?

Jonathan Hudacko's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC?

VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC has approximately 27 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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