VANGUARD PERSONALIZED INDEXING MANAGEMENT
Firm details
- Headquarters
- OAKLAND, California
- CRD number
- 285366
- Registered since
- January 30, 2019
- Website
- www.justinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Other Investment Advisers99.4%
- Corporations / Businesses0.58%
- HNWI0.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Vanguard Personalized Indexing Management LLC is a registered advisory firm that provides portfolio management and financial planning services, primarily for individual and family clients as well as institutional accounts. The firm charges fees based on a percentage of assets under management and may also bill hourly for certain services. It is identified as an active ESG investor and lists portfolio management for individuals/small businesses among its core advisory activities. The firm maintains a range of industry relationships, including affiliations with broker-dealers, municipal advisor registrations, trust and banking entities, insurance companies, and roles as sponsor or manager of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1MARC STEWART
Chief Compliance OfficerCRD 2688699
Contacts
3 of 10SHERWOOD YUEN
Senior Portfolio ConsultantCRD 4438121
MICHAEL MORRISSEY
Head of DistributionCRD 5385495
JOHN BENDL
PrincipalCRD 6931980
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$81M in ETFs
96%
$77.7M
2%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EMERGING MARKETS STOCK INDEX FUND (VWO) | Vanguard | Passive | Diversified Emerging Mkts | $7.3M | 135,626 | 9.05% |
Location
OAKLAND, CA
ALAMEDA
Location
OAKLAND, CA
Headquartered in OAKLAND, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 1611 Telegraph Ave
- Time zone
- PT (UTC-8)
- Office locations
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