Overview
Assets Under Management: $7.3 billion
Headquarters: OAKLAND, CA
High-Net-Worth Clients: 2
Average Client Assets: $28.1 million
Frequently Asked Questions
VANGUARD PERSONALIZED INDEXING MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285366), VANGUARD PERSONALIZED INDEXING MANAGEMENT is subject to fiduciary duty under federal law.
VANGUARD PERSONALIZED INDEXING MANAGEMENT is headquartered in OAKLAND, CA.
VANGUARD PERSONALIZED INDEXING MANAGEMENT serves 2 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, VANGUARD PERSONALIZED INDEXING MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
VANGUARD PERSONALIZED INDEXING MANAGEMENT manages $7.3 billion in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, VANGUARD PERSONALIZED INDEXING MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.77%
Average Client Assets: $28.1 million
Total Client Accounts: 2,864
Discretionary Accounts: 2,864
Regulatory Filings
CRD Number: 285366
Filing ID: 2077514
Last Filing Date: 2026-03-20 06:05:24