Rosanna
Leroe-Munoz
Vanguard Personalized Indexing Management
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About this Advisor
Rosanna Leroe-Munoz is a financial advisor who works out of Oakland, California with a total of 2 years of industry experience. Leroe-Munoz works at Vanguard Personalized Indexing Management. Leroe-Munoz has gained experience at J.P. Morgan Securities LLC, Guideline Investments, L.L.C, Justinvest, LLC, Lendeavor, Alpha Omega Financial Systems and Guideline Technologiesguideline Investments, L.L.C. Leroe-Munoz maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Vanguard Personalized Indexing Management is an advisory business that has its headquarters in Oakland, CA. The company has offices in five locations and a total of 25 advisors. It controls $3 billion in assets among its 1,174 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 1,174 customer accounts, just 14% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors typically vary depending on which service is offered. Fees billed by Vanguard Personalized Indexing Management likely consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Personalized Indexing Management Brokerage Details
$2,733,810,259
25
1,174
$2,328,629
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Rosanna Leroe-Munoz Work History
Rosanna has been registered as a financial advisor for 2 years.*
Justinvest, LLC
Lendeavor
Guideline Investments, L.L.C
Guideline Technologiesguideline Investments, L.L.C
Alpha Omega Financial Systems
J.P. Morgan Securities LLC
*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 Rosanna Leroe-Munoz 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 Personalized Indexing Management
Oakland, CA
Oakland, CA
Oakland, CA
Berkeley, CA
Oakland, CA
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