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).
-
Total Assets Under Management34,013MILLION
-
Total Number of Accounts10,998ACCOUNTS
-
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
Lynne Knox (CRD# 4375761) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 22 years of experience in the finance industry.
Zachary Lazar (CRD# 1324431) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 22 years of experience in the finance industry.
Sung Lee (CRD# 4856630) 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.
Jason Lersch (CRD# 5088856) 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.
Robert Lewis (CRD# 4772376) 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.
Steven Lucadamo (CRD# 5399684) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has 1 year of experience in the finance industry.
Joseph Lumarda (CRD# 5686592) 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.
Rachel Melroy (CRD# 5549021) 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.
Sandra Morelli (CRD# 1652316) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 33 years of experience in the finance industry.
Michael Morrissey (CRD# 6406256) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 9 years of experience in the finance industry.