Vanguard Personalized Indexing Management

RIASEC Registered

Total AUM

$11.4B

Discretionary

$11.4B

100% of AUM

Avg account

$2.8M

Accounts

4,085

Employees

Advisory reps

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: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Vanguard Personalized Indexing Management LLC is an SEC-registered adviser (registered in 2019) that offers portfolio management services primarily to individual and family clients as well as some institutional relationships. The firm operates as a limited liability company and bills clients through a percentage-of-AUM schedule and, in some cases, hourly fees. Its core activity is tailored portfolio management for individuals and small businesses, with an emphasis on personalized indexing and an active ESG investment stance. The firm maintains a range of industry relationships and roles, including ties to broker-dealers, trust companies, banks and insurance firms, and involvement as a sponsor or general partner of pooled investment vehicles. The firm’s affiliations also extend to roles typically associated with registered municipal advisory and commodity pool/CTA activity.