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Building 2PERSONAL CAPITAL ADVISORS CORPORATION

Map pinGREENWOOD VILLAGE, CO
Phone855-855-8005
NotebookSEC #801-72613
Total AUM
$23.1B
Employees
367
Clients
34,648

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8515 EAST ORCHARD ROAD
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8:00 A.M. - 4:00 P.M. PACIFIC TIME
Monday - Friday
Phone
855-855-8005

ReceiptFinancials

Total AUM
$23.1B
Accounts
104,861
Discretionary
$23.1B
Accounts
104,861
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28,059
AUM
$10B
HNW Individual Clients
6,573
AUM
$13.1B
Charitable Organization Clients
1
AUM
$2.9M
Corporation or Business Clients
15
AUM
$4.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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