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Matthew Paul Mccarthy

VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC·OAKLAND, California
VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC
1611 TELEGRAPH AVE., SUITE 1100, OAKLAND, CA 94612CRD# 5818825Firm CRD# 285366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Paul Mccarthy · OAKLAND, CA
Registration
CRD #5818825 · VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Matthew Paul Mccarthy 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VANGUARD PERSONALIZED INDEXING MANAGEMENT
VANGUARD PERSONALIZED INDEXING MANAGEMENT
AUM
$4.3B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at VANGUARD PERSONALIZED INDEXING MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5818825
Firm CRD# 285366
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Paul Mccarthy offer?
Matthew Paul Mccarthy specializes in Financial Planning, Investment Management. Contact their office in OAKLAND, California for a consultation.
What are Matthew Paul Mccarthy's credentials?
Matthew Paul Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Paul Mccarthy located?
Matthew Paul Mccarthy 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 Matthew Paul Mccarthy charge for services?
Matthew Paul Mccarthy'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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Other Advisors at VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC

Paul Jakubowski
OAKLAND, CA
Alan Keith Cummings
OAKLAND, CA
Jonathan Hudacko
OAKLAND, CA
Vijay Ganjam Rao
OAKLAND, CA
Barbara Bock
OAKLAND, CA

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