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George Upham Sauter

VANGUARD ADVISERS INC·MALVERN, Pennsylvania
Unclaimed Profile
100 VANGUARD BLVD, MALVERN, PA 19355CRD# 1767147Firm CRD# 106715
01

About

George Upham Sauter is a registered financial advisor based in MALVERN, Pennsylvania, affiliated with VANGUARD ADVISERS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
VANGUARD ADVISERS, INC.
VANGUARD ADVISERS, INC.
AUM
$333.1B
Regulatory assets under management
Employees
2107
Total firm employees
View all advisors at VANGUARD ADVISERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1767147
Firm CRD# 106715
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does George Upham Sauter offer?
George Upham Sauter specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MALVERN, Pennsylvania for a consultation.
What are George Upham Sauter's credentials?
George Upham Sauter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Upham Sauter located?
George Upham Sauter is based in MALVERN, Pennsylvania, working with VANGUARD ADVISERS INC. Their office serves clients in the MALVERN metropolitan area and surrounding communities.
How does George Upham Sauter charge for services?
George Upham Sauter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANGUARD ADVISERS INC?
VANGUARD ADVISERS INC has approximately 2107 employees and manages $333.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VANGUARD ADVISERS INC

Claire Grace Burke
MALVERN, PA
Michael Sidney Miller
MALVERN, PA
Paul Andrew Heller
MALVERN, PA
Glenn W Reed
MALVERN, PA
Heidi Stam
MALVERN, PA
John Edmund Bisordi
MALVERN, PA

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