Claire
Wohlfeil
Vanguard Advisers, Inc
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About this Advisor
Claire Wohlfeil is a financial advisor based in Scottsdale, Arizona with 4 years of industry experience. Wohlfeil works at Vanguard Advisers, Inc. Throughout their career, Wohlfeil has worked at The Vanguard Group, Inc, Jimmy'S Pub, Edward Jones, Horizon Bank, Kellogg Catering, Johnny Carinos, Marshalls, Whispering Pines Golf Club, Modern Woodmen Fraternal Financial, Michigan State University and Pinckney Community Schools. Wohlfeil holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona and Texas. Vanguard Advisers, Inc is an advisory business operating out of Malvern, PA. The firm has offices in 2,124 locations and a total of 2,124 financial advisors. It oversees $299 billion in assets under management among its 634,470 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 958 charities and foundations. Of its 634,470 accounts, just 6% are associated with high-net-worth clients who have more than $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on the type of services offered. Fees charged by Vanguard Advisers, Inc most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Claire Wohlfeil Work History
Claire has been registered as a financial advisor for 4 years.*
The Vanguard Group, Inc
Jimmy'S Pub
Edward Jones
Horizon Bank
Kellogg Catering
Modern Woodmen Fraternal Financial
Michigan State University
Johnny Carinos
Marshalls
Whispering Pines Golf Club
Pinckney Community Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Claire Wohlfeil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vanguard Advisers, Inc
Scottsdale, AZ
Charlotte, NC
Malvern, PA
Charlotte, NC
Charlotte, NC
Malvern, PA
Malvern, PA
Malvern, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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