RIA Intel›Advisers›Colorado›PERSONAL CAPITAL ADVISORS CORPORATION

PERSONAL CAPITAL ADVISORS CORPORATION

Advisory

N·GREENWOOD VILLAGE, CO

Data as of Mar 9, 2023 · Source: SEC Form ADV

Total AUM
$23.1B
1-Year AUM Growth
+1.0%
3-Year CAGR
+24.1%
Employees
367
Assets Under Management
Total AUM$23.1B
Discretionary AUM$23.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees367
Investment Advisers367
Employee Growth (1Y)—
Filing History
Total Filings on Record46
First FilingNov 9, 2010
Latest FilingMar 9, 2023
🔒 Full AUM trend chart and 46 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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