Tara
Hendrix

Vanguard Advisers, Inc

CRD#4192465
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Tara Hendrix is an investment advisor located in Scottsdale, Arizona. Currently an investment advisor at Vanguard Advisers, Inc, they have accrued 20 years of work experience as a financial advisor. Hendrix maintains Series 63 and Series 66 licenses, designating them as a securities broker. Hendrix can work with investors in Arizona, North Carolina and Texas. Hendrix has worked their complete career at Vanguard Advisers, Inc. Vanguard Advisers, Inc is headquartered in Scottsdale, Arizona, and has three other brick-and-mortar locations in the United States. In total, Vanguard Advisers, Inc oversees $221 billion in assets throughout 452,542 accounts and employs more than 1,682 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 452,501 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Vanguard Advisers, Inc offers 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. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

20 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

14321 N Northsight Blvd
Scottsdale, AZ 85260

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Vanguard Advisers, Inc Brokerage Details

Total Assets Under Management

$221,044,938,604

AZ Average: $15,833,994,310
Total Number of Employees

1,682

AZ Average: 41
Total Number of Accounts

452,542

AZ Average: 3,342
Average Account Size

$488,452

AZ Average: $4,737,880

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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

Tara Hendrix Work History

Tara has 20 years of experience.

2000 - Present (21 years)

The Vanguard Group, Inc

Disclosures

Tara Hendrix has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Vanguard Advisers, Inc

Tyler Kushnerick
Malvern, PA
Jessica Lomas
Scottsdale, AZ
Bamma Weber
Scottsdale, AZ
Roger Snider
Scottsdale, AZ
Jordan Keefer
Scottsdale, AZ
Meera Saj
Charlotte, NC
Alexandra Langley
Scottsdale, AZ
Nicholas Diprinzio
Malvern, PA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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