Vanguard Marketing Corporation

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9,541
Avg account
$0

Firm details

Headquarters
Malvern, Pennsylvania
CRD number
7452
Registered since
April 21, 1977

Firm profile

FINTRX

Overview

Vanguard Marketing Corporation is organized as a corporation and is listed as having domestic-entity and individual ownership. The firm’s classification in the source data is “unclassified,” and it is not described as a capital allocator, pension consultant, related adviser, or multi-state adviser. The firm is not identified as an active ESG investor. The dataset offers minimal detail about advisory, fee, or client-service activities, so the public profile is limited to entity type and a few operational flags.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 54
  • Adedeji Akintoye

    Adedeji Akintoye

    Independent ContractorCRD 5170697

  • Andrew Wasmuth

    Andrew Wasmuth

    Chief of StaffCRD 6792518

  • Joseph Kapolka

    Business CoordinatorCRD 6853949

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Contacts

3 of 9487
  • Sean Mcglinchey

    Sean Mcglinchey

    Sr. Financial AdvisorCRD 5640135

  • Candace Delaney

    Candace Delaney

    Financial PlannerCRD 5644307

  • Matthew Peters

    Matthew Peters

    Financial PlannerCRD 5651162

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$39M in ETFs

Passive

0%

$0

Active

0%

$39M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD CORE-PLUS BOND INDEX ETF (BNDP)Vanguard$39M525,000100.00%

Location

Primary office

Malvern, PA

Chester

Location

Malvern, PA

Headquartered in Malvern, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Chester
Address
100 Vanguard Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth