Claim Profile
FL

Francis Joseph Loughrey

THE VANGUARD GROUP, INC.·MALVERN, Pennsylvania
Unclaimed Profile
100 VANGUARD BLVD, MALVERN, PA 19355CRD# 5755253Firm CRD# 105958
01

About

Francis Joseph Loughrey is a registered financial advisor based in MALVERN, Pennsylvania, affiliated with THE VANGUARD GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
THE VANGUARD GROUP, INC.
VANGUARD GROUP INC
AUM
$7909.8B
Regulatory assets under management
Employees
980
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Other: ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS
Regulatory
SEC/IARD CRD# 5755253
Firm CRD# 105958
5 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MALVERN?

Browse all registered financial advisors in MALVERN, Pennsylvania or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Francis Joseph Loughrey offer?
Francis Joseph Loughrey specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MALVERN, Pennsylvania for a consultation.
What are Francis Joseph Loughrey's credentials?
Francis Joseph Loughrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francis Joseph Loughrey located?
Francis Joseph Loughrey is based in MALVERN, Pennsylvania, working with THE VANGUARD GROUP, INC.. Their office serves clients in the MALVERN metropolitan area and surrounding communities.
How does Francis Joseph Loughrey charge for services?
Francis Joseph Loughrey's firm is compensated through percentage of aum, other: allocated share of vanguard's total cost of operations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE VANGUARD GROUP, INC.?
THE VANGUARD GROUP, INC. has approximately 980 employees and manages $7909.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty