Personal Capital Advisors Corporation

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Personal Capital Advisors Corporation
CRD #155172
SEC #801-72613
CIK #0001571669
AUM
Employees 367 (100% Investors, 3% Brokers)
Fees
Minimum
Phone855-855-8005
Address8515 East Orchard Road
Greenwood Village, CO 80111
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($B)
25201510502010201520202025
Fees and Compensation — Form ADV Part 2A (2/15/2023) [Brochure]
•	   Fees and Compensation
          •	   Other Fees and Expenses

ITEM 5 Account Requirements and Types of Client                                                                 7

ITEM 6 Portfolio Manager Selection and Evaluation                                                           8 - 11
          •	   In House Portfolio Management
          •	   Investment Committee
          •	   Advisory Business
          •	   Performance Based Fees and Side by Side Management
          •	   Methods of Analysis, Investment Strategies and Risk of Loss
Sector Form 13F Holdings Value ($B)
iShares Comex Gold Trust 0.5
Apple Inc 0.2
Microsoft Corp 0.2
Alphabet Inc 0.2
J P Morgan Chase & Co 0.1
Mastercard Inc 0.1
Procter & Gamble Co 0.1
 
 
 
 
Holdings by Sector ($B)
25201510502013201620202024
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 28,059 10.0
(b) Individuals (high net worth individuals) 6,573 13.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 15 0.0
(n) Other 0 0.0
Total 104,861 23.1
By Discretionary
Discretionary 104,861 23.1
Non-Discretionary 0 0.0
Total 104,861 23.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 23.1
Total 104,861 23.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001571669]
Firm Profile (Form ADV)
Discretionary AUM$0.3B
ServesRetail
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com