VANGUARD PERSONALIZED INDEXING MANAGEMENT

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

About VANGUARD PERSONALIZED INDEXING MANAGEMENT

VANGUARD PERSONALIZED INDEXING MANAGEMENT, formally registered with the SEC as VANGUARD PERSONALIZED INDEXING MANAGEMENT. The firm was established in 01/30/2019. They have over 7 offices throughout the country.

VANGUARD PERSONALIZED INDEXING MANAGEMENT is a Oakland, California based Financial Planning firm with nearly $4,346,465,506 assets under management, offering retirement planning & investment advisory services to 1752 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285366
SEC#	801-114487
Assets Managed by Firm	$4,346,465,506
No. of Clients	1752
No. of Advisors	27

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1752	$4,346,465,506
Individuals (other than high net worth individuals)	34	$9,994,340
High net worth individuals	4	$51,313,044
Other investment advisers	109	$4,285,158,122

More Retirement Planning firms in Oakland, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Oakland, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.