Vanguard Advisers Inc
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About this Advisor
Kyle Rotthoff is a certified financial planner who works out of Charlotte, North Carolina, who has been in the advisory business for 16 years. Rotthoff is an employee of Vanguard Advisers Inc. They have spent their complete employment at Vanguard Advisers Inc. Rotthoff has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina, Texas and Pennsylvania. Vanguard Advisers Inc is an advisory company headquartered in Charlotte, North Carolina. The company has offices in three locations and a total of 878 employees. It handles $151 billion in assets across its 661,667 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 583 charitable organizations. Of its 661,667 accounts, just 4% are held by high-net-worth clients who have more than $1 million in investable assets. Vanguard Advisers Inc offers a number of services, such as 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. A financial advisor's fees vary depending on the financial services. Fee types billed by Vanguard Advisers Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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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
Kyle Rotthoff Work History
Kyle has 16 years of experience.
The Vanguard Group, Inc
Kyle Rotthoff has no disclosures.
Please visit their SEC profile for more details.