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Building 2VANGUARD PERSONALIZED INDEXING MANAGEMENT

Map pinOAKLAND, CA
Phone844-317-5190
NotebookSEC #801-114487
Total AUM
$11.4B
Employees
39
Clients
205

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1611 TELEGRAPH AVE., SUITE 1100
OAKLAND
CA 94612
United States
Operating Hours
8:30 AM -5:00 PM
Monday - Friday
Phone
844-317-5190
Other Offices
6

ReceiptFinancials

Total AUM
$11.4B
Accounts
4,085
Discretionary
$11.4B
Accounts
4,085
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$2.2M
Investment Advisor Clients
203
AUM
$11.3B
Corporation or Business Clients
1
AUM
$65.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES, SUBADVISORY SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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