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).

Current Firm Details
1611 Telegraph Ave., Suite 1100, Oakland, CA 94612
https://www.facebook.com/vanguard
By the Numbers
  • Total Assets Under Management
    4,346
    MILLION
  • Total Number of Accounts
    1,752
    ACCOUNTS
  • Average Account Value
    $2,480,859
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, PA, TX

Financial Advisors at Vanguard Personalized Indexing Management
Showing 1 - 4 of 4 top financial advisors.
1
Alan Cummings, financial advisor Berkeley CA
Alan Cummings
CRD#: 4883140
2150 Allston Way, Suite 400, Berkeley, CA 94704

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.

2
Jonathan Hudacko, financial advisor Oakland CA
Jonathan Hudacko
CRD#: 6718493
1611 Telegraph Ave., Suite 1100, Oakland, CA 94612

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.

3
Ganjam Rao, financial advisor Oakland CA
Ganjam Rao
CRD#: 5486500
1611 Telegraph Ave., Suite 1100, Oakland, CA 94612

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.

4
Sherwood Yuen, financial advisor Oakland CA
Sherwood Yuen
CRD#: 4438121
1611 Telegraph Ave., Suite 1100, Oakland, CA 94612

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals