VANGUARD PERSONALIZED INDEXING MANAGEMENT

OAKLAND, California·6 registered advisors·CRD# 285366
SEC# 801-1144876510-462-5230
01

Firm Overview

AUM
$4.3B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VANGUARD PERSONALIZED INDEXING MANAGEMENT

6 registered advisors
Alan Keith Cummings
OAKLAND, California
Barbara Bock
OAKLAND, California
Jonathan Hudacko
OAKLAND, California
Matthew Paul Mccarthy
OAKLAND, California
Paul Jakubowski
OAKLAND, California
Vijay Ganjam Rao
OAKLAND, California
05

Office Locations

OAKLAND, California
6 advisors

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Data sourced from SEC Form ADV filings. VANGUARD PERSONALIZED INDEXING MANAGEMENT (CRD# 285366) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.