Vanguard Personalized Indexing Management

CRD 285366 · Oakland, CA · $11.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 285366
SEC number: 801-114487
Firm type: RIA
Assets under management: $11.4B as of Mar 30, 2026
Website: www.facebook.com/vanguard ↗
Phone: 844-317-5190
Address: 1611 Telegraph Ave., Suite 1100, Oakland, CA, 94612

Advisors at this firm

5 in our index · page 1 of 1

Vernita Morrissa ExumCRD 4462829 · Oakland, CA

IA Registered
Benjamin Ronald HammerCRD 5052831 · Oregon, IL

IA RegisteredBroker
Patrick Joseph McdermottCRD 3180378 · Oakland, CA

IA RegisteredRegistration inactive
Michael Joseph MorrisseyCRD 5385495 · Oakland, CA

IA RegisteredBroker
Sherwood YuenCRD 4438121 · Oakland, CA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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