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VANGUARD PERSONALIZED INDEXING MANAGEMENT

VANGUARD PERSONALIZED INDEXING MANAGEMENT

Tel: 510-462-5230 1611 Telegraph Ave., Suite 1100 Oakland, California 94612

About VANGUARD PERSONALIZED INDEXING MANAGEMENT

VANGUARD PERSONALIZED INDEXING MANAGEMENT is a Oakland, California based financial advisory firm with nearly $4,346,465,506 in assets under management and provides investment advisory services for 1752 clients. There are currently 27 financial advisors at the firm.

General Information
Firm CRD#:

285366

Firm SEC#:

801-114487

Assets Under Management:

$4,346,465,506

No. of Clients:

1752

No. of Advisors:

27

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING SERVICES, SUBADVISORY SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges

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