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Personal Capital Advisors Corporation

Personal Capital Advisors Corporation

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
Schwab International Equity ETF $220,190,000
Vanguard REIT Index Fund $84,582,000
Vanguard Emerging Markets Stock Index Fund $83,949,000
Vanguard Short-Term Bond Index Fund $71,287,000
iShares TIPS Bond ETF $53,694,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $41,386,000
Vanguard Total Bond Market Index Fund $39,390,000
Vanguard FTSE All-World ex US Index Fund $37,214,000
SPDR S&P 500 ETF Trust $36,890,000
SPDR Bloomberg Barclays High Yield Bond ETF $36,817,000
Vanguard FTSE All-World ex-US Small-Cap Index Fund $35,583,000
Vanguard Global ex-US Real Estate Index Fund $32,564,000
iShares 3-7 Year Treasury Bond ETF $30,613,000
iShares Gold Trust $28,813,000
VanEck Vectors JP Morgan EM Local Currency Bond ETF $27,530,000
iShares 0-5 Year TIPS Bond ETF $23,775,000
iShares International Treasury Bond ETF $9,131,000
SPDR Citi International Government Inflation-Protected Bond ETF $8,763,000
Vanguard Total Stock Market Index Fund $5,622,000
iShares iBoxx $ High Yield Corporate Bond ETF $3,944,000
Vanguard 500 Index Fund $1,610,000
Vanguard Small-Cap Index Fund $1,016,000
iPath Exchange Traded Notes Bloomberg Commodity Index Total Return Medium-Term Notes Series A $844,000
Vanguard Tax-Managed International Fund $802,000
iShares National Muni Bond ETF $722,000
Vanguard Mid-Cap Index Fund $601,000
Vanguard Large-Cap Index Fund $384,000
Vanguard Dividend Appreciation Index Fund $291,000
Schwab US Large-Cap ETF $267,000
Vanguard Materials Index Fund $262,000
Vanguard Utilities Index Fund $254,000
Vanguard Telecommunication Services Index Fund $247,000
Vanguard Consumer Staples Index Fund $203,000
PowerShares DB Commodity Index Tracking Fund $193,000

    Assets

    Assets

    Last updated on June 13, 2019
      • $8.6B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 52K
        Accounts
      • $163.5K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    162

    name start date
    Edward John Gueits
    August 2014
    Brian Michael Yannaccone
    January 2016
    Mauricio Alejandro Vaca
    February 2017
    Stefan Jackson
    June 2017
    Beau Michael Simon
    January 2018

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      William Hamilton Harris Founder October, 2009 10% to 25%
      Jay Shah Chief Executive Officer July, 2016 less than 5%
      Michael William Armsby Chief Financial Officer July, 2016 less than 5%
      Kyle Carroll Ryan Executive Vice President Of Advisory Services October, 2010 less than 5%
      Craig Alan Birk Chief Investment Officer August, 2018 less than 5%
      A. Allison Amadia Chief Compliance Officer, General Counsel April, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets