PERSONAL CAPITAL ADVISORS CORPORATION

GREENWOOD VILLAGE, Colorado·3 registered advisors·CRD# 155172

SEC# 801-726130855-855-8005

01

Firm Overview

AUM

$23.1B

Regulatory assets under management

Employees

367

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at PERSONAL CAPITAL ADVISORS CORPORATION

3 registered advisors

Jeremy Simon Schein

SAN FRANCISCO, California

John L Castelly

SAN FRANCISCO, California

Kyle Carroll Ryan

GREENWOOD VILLAGE, Colorado

05

Office Locations

SAN FRANCISCO, California

GREENWOOD VILLAGE, Colorado

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Data sourced from SEC Form ADV filings. PERSONAL CAPITAL ADVISORS CORPORATION (CRD# 155172) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.