Capital Group Private Client Services, Inc.

Capital Group Private Client Services, Inc. (CRD# 312837) is a financial advisory firm headquartered in Los Angeles, CA. They manage $34,013,068,240 in 10,998 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    34,013
    MILLION
  • Total Number of Accounts
    10,998
    ACCOUNTS
  • Average Account Value
    $3,092,659
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Capital Group Private Client Services, Inc.
Showing 1 - 10 of 56 top financial advisors.
1
Thomas N. Anderson
CRD#: 5441580
333 South Hope Street, Los Angeles, CA 90071

Thomas Anderson (CRD# 5441580) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 16 years of experience in the finance industry.

2
Aniekan O. Archibong
CRD#: 3278114
333 South Hope Street, Los Angeles, CA 90071

Aniekan Archibong (CRD# 3278114) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 5 years of experience in the finance industry.

3
J B. Barnes
CRD#: 1102733
333 South Hope Street, Los Angeles, CA 90071

J Barnes (CRD# 1102733) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 29 years of experience in the finance industry.

4
Bradley E. Berdow
CRD#: 5274797
333 South Hope Street, Los Angeles, CA 90071

Bradley Berdow (CRD# 5274797) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 17 years of experience in the finance industry.

5
Jennifer G. Birdsey
CRD#: 2881394
333 South Hope Street, Los Angeles, CA 90071

Jennifer Birdsey (CRD# 2881394) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 23 years of experience in the finance industry.

6
Justin Brennan
CRD#: 4400723
333 South Hope Street, Los Angeles, CA 90071

Justin Brennan (CRD# 4400723) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 14 years of experience in the finance industry.

7
William M. Carey
CRD#: 2523419
333 South Hope Street, Los Angeles, CA 90071

William Carey (CRD# 2523419) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 28 years of experience in the finance industry.

8
Dean W. Catalano
CRD#: 4954671
333 South Hope Street, Los Angeles, CA 90071

Dean Catalano (CRD# 4954671) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 18 years of experience in the finance industry.

9
Jennifer B. Cook
CRD#: 1243994
333 South Hope Street, Los Angeles, CA 90071

Jennifer Cook (CRD# 1243994) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 39 years of experience in the finance industry.

10
Samuel M. Dashiell
CRD#: 6015322
333 South Hope Street, Los Angeles, CA 90071

Samuel Dashiell (CRD# 6015322) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 11 years of experience in the finance industry.

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