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Overview

Articles

Insights

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

Holdings

ETF Holdings

Assets

Assets

Last updated on Sept. 1, 2017
    • $7.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 183K
      Accounts
    • $41.0K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

20

name start date
Shane Liko-Masanobu Moore
June 2017
Nathaniel J Gandy
July 2019
Anthony Lawrence Molina
September 2017
Kevin Haywood Teague
August 2017
Daniel Vega
September 2013

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Wealthfront Brokerage LLC Broker-Dealer --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Andrew Samuel Rachleff Ceo & President, Executive Chairman, Director, Shareholder November, 2016 10% to 25%
      Daniel Joseph Carroll Chief Strategy Officer, Director, Shareholder January, 2008 5% to 10%
      Roy Walter Adams V.P. Of Legal, General Counsel May, 2016 less than 5%
      Ashley Whitfield Fieglein Chief Financial Officer & Chief Operating Officer June, 2015 less than 5%
      David Kimball Fortunato Chief Technology Officer December, 2011 less than 5%
      Michelangelo Achille Volpi Director October, 2013 less than 5%
      Michael Todd Schroepfer Director November, 2015 less than 5%
      John Thomas Torola Chief Compliance Officer September, 2016 less than 5%
      Burton Gordon Malkiel Chief Investment Officer November, 2012 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets