Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
271823972
SEC advisor number
801-72613
FINRA CRD number
155172
AUM ?
$23.09 bn
(as of 9 Mar 23)
Accounts
104,861
(as of 9 Mar 23)
Employees
367
(367 investment advisory or research)
Address
Personal Capital Advisors
250 MONTGOMERY STREET
SUITE 700
SAN FRANCISCO
CA 94104
250 MONTGOMERY STREET
SUITE 700
SAN FRANCISCO
CA 94104
Phone
831-588-0755
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
11 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20