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VANGUARD PERSONALIZED INDEXING MANAGEMENT
CRD 285366 · SEC 801-114487
1611 TELEGRAPH AVE., SUITE 1100, OAKLAND, CA, 94612, United States
Phone
844-317-5190
Fax
415-937-6810
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$11.35B
Discretionary AUM
$11.35B
Team
39 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING SERVICES, SUBADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $2.2M |
| Other investment advisers | 203 | $11.29B |
| Corporations/business entities | 1 | $65.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD