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).

Current Firm Details
333 South Hope Street, Los Angeles, CA 90071
https://twitter.com/capitalgroup
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 31 - 40 of 56 top financial advisors.
31
Glenn Odonnell, financial advisor Los Angeles CA
Glenn A. Odonnell
CRD#: 5851064
333 South Hope Street, Los Angeles, CA 90071

Glenn Odonnell (CRD# 5851064) 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.

32
Neeraj Patel, financial advisor Los Angeles CA
Neeraj P. Patel
CRD#: 5738430
333 South Hope Street, Los Angeles, CA 90071

Neeraj Patel (CRD# 5738430) 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.

33
Daniel Romanow, financial advisor Los Angeles CA
Daniel N. Romanow
CRD#: 4415926
333 South Hope Street, Los Angeles, CA 90071

Daniel Romanow (CRD# 4415926) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 20 years of experience in the finance industry.

34
Jeffrey Ruderman, financial advisor Los Angeles CA
Jeffrey A. Ruderman
CRD#: 5046546
333 South Hope Street, Los Angeles, CA 90071

Jeffrey Ruderman (CRD# 5046546) 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.

35
Scott Sandler, financial advisor Los Angeles CA
Scott M. Sandler
CRD#: 6402854
333 South Hope Street, Los Angeles, CA 90071

Scott Sandler (CRD# 6402854) 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.

36
Norman Sanyour, financial advisor Los Angeles CA
Norman R. Sanyour
CRD#: 2847490
333 South Hope Street, Los Angeles, CA 90071

Norman Sanyour (CRD# 2847490) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 27 years of experience in the finance industry.

37
Massimigliano Sasso, financial advisor Los Angeles CA
Massimigliano S. Sasso
CRD#: 2747297
333 South Hope Street, Los Angeles, CA 90071

Massimigliano Sasso (CRD# 2747297) 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.

38
Alan Swerdloff, financial advisor Los Angeles CA
Alan M. Swerdloff
CRD#: 2249772
333 South Hope Street, Los Angeles, CA 90071

Alan Swerdloff (CRD# 2249772) 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.

39
Yelena Vayner, financial advisor Los Angeles CA
Yelena L. Vayner
CRD#: 6899171
333 South Hope Street, Los Angeles, CA 90071

Yelena Vayner (CRD# 6899171) 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.

40
David Wiener, financial advisor Los Angeles CA
David P. Wiener
CRD#: 2179425
333 South Hope Street, Los Angeles, CA 90071

David Wiener (CRD# 2179425) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 32 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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