Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management (CRD# 285366) is a financial advisory firm headquartered in Oakland, CA. They manage $4,346,465,506 in 1,752 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management4,346MILLION
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Total Number of Accounts1,752ACCOUNTS
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Average Account Value$2,480,859
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, PA, TX
Alan Cummings (CRD# 4883140) is an Investment Advisor Representative working at Vanguard Personalized Indexing Management in Berkeley, CA and has over 6 years of experience in the finance industry.
Jonathan Hudacko (CRD# 6718493) is an Investment Advisor Representative working at Vanguard Personalized Indexing Management in Oakland, CA and has over 7 years of experience in the finance industry.
Ganjam Rao (CRD# 5486500) is an Investment Advisor Representative working at Vanguard Personalized Indexing Management in Oakland, CA and has 1 year of experience in the finance industry.
Sherwood Yuen (CRD# 4438121) is an Investment Advisor Representative working at Vanguard Personalized Indexing Management in Oakland, CA and has over 21 years of experience in the finance industry.