Vanguard Marketing Corporation

Broker-DealerFINRA MemberEst. 1977
Total AUM
Advisory reps
9,253
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 has been SEC-registered since 1977. The firm is listed as owned by a domestic entity and an individual and is classified as "Unclassified" in the available records. The profile indicates the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state or newly formed adviser. It is also not recorded as a pension consultant or a related adviser. There is limited public disclosure about the firm's specific advisory activities, fee schedule, or client segments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 51
  • 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 9202
  • 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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 2

Active vs passive

$78.1M in ETFs

Passive

0%

$0

Active

0%

$78.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD CORE-PLUS BOND INDEX ETF (BNDP)Vanguard$39M525,00050.00%

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth