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VANGUARD PERSONALIZED INDEXING MANAGEMENT
VANGUARD PERSONALIZED INDEXING MANAGEMENT
OAKLAND, California
·
4 registered advisors
·
CRD# 285366
SEC# 801-114487
6
510-462-5230
01
Firm Overview
AUM
$4.3B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at VANGUARD PERSONALIZED INDEXING MANAGEMENT
4 registered advisors
Alan Keith Cummings
OAKLAND, California
CRD# 4883140
Jonathan Hudacko
OAKLAND, California
CRD# 6718493
Matthew Paul Mccarthy
OAKLAND, California
CRD# 5818825
Vijay Ganjam Rao
OAKLAND, California
CRD# 5486500
05
Office Locations
OAKLAND, California
4 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
.