Vanguard Advisers Inc
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About this Advisor
Philip Coleman is a certified financial planner located in Charlotte, North Carolina. Currently an advisor with Vanguard Advisers Inc, Coleman has 19 years of work experience as a financial advisor. Coleman maintains a Series 63 license, qualifying the advisor as a securities agent. Coleman is able to advise investors based out of North Carolina and Texas. Coleman has worked their whole career at Vanguard Advisers Inc. Vanguard Advisers Inc is based out of Charlotte, North Carolina, and operates out of three other offices in the country. In total, Vanguard Advisers Inc oversees $151 billion in assets across 661,667 client accounts and employs more than 878 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 661,632 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 4% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Vanguard Advisers Inc can provide 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's fees may include 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
Philip Coleman Work History
Philip has 19 years of experience.
The Vanguard Group, Inc
Philip Coleman has no disclosures.
Please visit their SEC profile for more details.