Julia
Aument

Vanguard Advisers Inc

CRD#5164969
Investment Advisor
in Charlotte, NC
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About this Advisor

Julia Aument is a certified financial planner operating out of Charlotte, North Carolina, with 12 years of experience as a financial advisor. Aument currently works for Vanguard Advisers Inc. They have spent their whole career at Vanguard Advisers Inc. Aument maintains a Series 63 license, qualifying them as a securities representative, and is registered to advise clients in North Carolina and Texas. Vanguard Advisers Inc is a financial advisory firm that has its headquarters in Charlotte, North Carolina. The company has offices in three locations and a total of 878 financial advisors. It oversees $151 billion in assets across its 661,667 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 583 charities and foundations. Of its 661,667 client accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. 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. Financial advisory fee schedules largely are based on the services. However, fee types billed by Vanguard Advisers Inc most likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 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

2525 Water Ridge Pkwy 1 North Falls Plaza Suite 100
Charlotte, NC 28217

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Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$151,085,275,109

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

878

NC Average: 41
Total Number of Accounts

661,667

NC Average: 3,342
Average Account Size

$228,340

NC 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

Julia Aument Work History

Julia has 12 years of experience.

2006 - Present (13 years)

The Vanguard Group, Inc

Disclosures

Julia Aument has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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