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VANGUARD ADVISERS, INC.
MALVERN, PA
610-669-1000
SEC #801-49601Total AUM
$344.6B
Employees
2,208Clients
791,528Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 VANGUARD BLVD
MALVERN
PA 19355
United States
MALVERN
PA 19355
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
610-669-1000
Other Offices
2225
Financials
Total AUM
$344.6B
Accounts
791,528Discretionary
$120.7B
Accounts
592,636Non-Discretionary
$223.9B
Accounts
198,892
Clients
Individual Clients
711,336AUM
$164.8B
HNW Individual Clients
80,159AUM
$164.5B
Pooled Vehicle Clients
12AUM
$15.3B
Investment Advisor Clients
21AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Dismissed Civil Action (Settlement)Felony ChargeFelony ConvictionOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.