|
⚲
|
| Keyboard |
| Vanguard Personalized Indexing Management
✚
|
|
|---|---|
| CRD # | 285366 |
| SEC # | 801-114487 |
| CIK # | 0001767306 |
| AUM | 11.4 B (2026-03-30) |
| Employees | 29 (14% Investors, 7% Brokers) |
| Phone | 844-317-5190 |
| Address | 1611 Telegraph Ave, Suite 1100 Oakland, CA 94612 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($T) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($T) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 0.1 |
| (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 | 163 | 7.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,864 | 7.3 |
| By Discretionary | ||
| Discretionary | 2,864 | 7.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,864 | 7.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.3 | |
| Total | 2,864 | 7.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767306] | |
| D | [0001767306] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
PFS Investments Inc
✚
|
GA | 15.5 B |
|
Acorns Advisers LLC
✚
|
CA | 13.4 B |
|
Vontobel Swiss Financial Advisers AG
✚
|
11.9 B | |
|
Apella Capital LLC
✚
|
CT | 11.1 B |
|
Facet Wealth Inc
✚
|
FL | 6.0 B |
|
Evanson Asset Management LLC
✚
|
5.9 B | |
|
T Rowe Price Advisory Services Inc
✚
|
MD | 5.9 B |
|
Evanson Financial LLC
✚
|
5.8 B | |
|
Klingman and Associates LLC
✚
|
NY | 5.7 B |
|
Pacific Financial Group Inc
✚
|
TN | 5.1 B |