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 41 - 50 of 56 top financial advisors.
41
Grant Withers, financial advisor Los Angeles CA
Grant R. Withers
CRD#: 5260167
333 South Hope Street, Los Angeles, CA 90071

Grant Withers (CRD# 5260167) 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.

42
Brooks Doggett, financial advisor San Francisco CA
Brooks H. Doggett
CRD#: 2259066
Stuart Tower 1 Market St., Suite 1800, San Francisco, CA 94105

Brooks Doggett (CRD# 2259066) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in San Francisco, CA and has over 29 years of experience in the finance industry.

43
Elizabeth Driscoll, financial advisor San Francisco CA
Elizabeth A. Driscoll
CRD#: 5920506
Steuart Tower, 1 Market St., Suite 1800, San Francisco, CA 94105

Elizabeth Driscoll (CRD# 5920506) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

44
Javier Escamilla, financial advisor Los Angeles CA
Javier Escamilla
CRD#: 5643361
333 South Hope Street, Los Angeles, CA 90071

Javier Escamilla (CRD# 5643361) 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.

45
Edward Gonzalez, financial advisor Los Angeles CA
Edward M. Gonzalez
CRD#: 7221230
333 South Hope Street, Los Angeles, CA 90071

Edward Gonzalez (CRD# 7221230) 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.

46
Dale Kang, financial advisor Los Angeles CA
Dale H. Kang
CRD#: 5047813
333 South Hope Street, Los Angeles, CA 90071

Dale Kang (CRD# 5047813) 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.

47
Andrew Micallef, financial advisor Los Angeles CA
Andrew J. Micallef
CRD#: 6209667
333 South Hope Street, Los Angeles, CA 90071

Andrew Micallef (CRD# 6209667) 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.

48
Savitri Pai, financial advisor Los Angeles CA
Savitri P. Pai
CRD#: 2382083
333 South Hope Street, Los Angeles, CA 90071

Savitri Pai (CRD# 2382083) 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.

49
Aaron Petersen, financial advisor Los Angeles CA
Aaron R. Petersen
CRD#: 5552520
333 S. Hope St., 55th Floor, Los Angeles, CA 90071

Aaron Petersen (CRD# 5552520) 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.

50
Tara Rich, financial advisor Los Angeles CA
Tara N. Rich
CRD#: 6952436
333 South Hope Street, Los Angeles, CA 90071

Tara Rich (CRD# 6952436) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 3 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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