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Building 2VANGUARD PORTFOLIO MANAGEMENT, LLC

Map pinMALVERN, PA
Phone610-669-1000
NotebookSEC #801-134587
Total AUM
$2.7T
Employees
105
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 VANGUARD BLVD
MALVERN
PA 19355
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
610-669-1000
Other Offices
2

ReceiptFinancials

Total AUM
$2.7T
Accounts
101
Discretionary
$2.7T
Accounts
101
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
101
AUM
$2.7T

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS

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 Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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