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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 Nov. 1, 2019
    • $13.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 316K
      Accounts
    • $43.0K
      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

20

name start date
Jed T Broce
September 2017
Iori Y Omura
November 2016
Kathryn Ann Marie Rehm
October 2019
Eric Nathan Harris
May 2018
Courtney J Burrill
April 2018

    Affiliated Investment Advisors and Broker Dealers

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

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Burton Gordon Malkiel Chief Investment Officer November, 2012 less than 5%
      Ashley Whitfield Fieglein Johnson Chief Executive Officer August, 2018 less than 5%
      Emily Wilson Asante Chief Compliance Officer October, 2019 less than 5%
      Alan Dean Imberman Chief Financial Officer August, 2018 less than 5%
      Joonwon Choe General Counsel October, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets