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).
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Total Assets Under Management34,013MILLION
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Total Number of Accounts10,998ACCOUNTS
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Average Account Value$3,092,659
- A percentage of assets under your management
- 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)
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
Susannah Emami (CRD# 6280302) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 10 years of experience in the finance industry.
David Ferry (CRD# 1802779) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 35 years of experience in the finance industry.
Mark Flower (CRD# 2484067) 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.
Amy Foo (CRD# 5500968) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 15 years of experience in the finance industry.
Joseph Galunas (CRD# 5197104) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry.
Glenn Geist (CRD# 1089596) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 30 years of experience in the finance industry.
Ralph Heckert (CRD# 1229367) 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.
Eric Heer (CRD# 4858291) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 19 years of experience in the finance industry.
Michelle Jackson (CRD# 2211579) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 31 years of experience in the finance industry.
Robert Kelly (CRD# 2385218) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 30 years of experience in the finance industry.