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 51 - 56 of 56 top financial advisors.
51
Sarah Rodriguez, financial advisor San Francisco CA
Sarah A. Rodriguez
CRD#: 5750177
Steuart Tower 1 Market Street, Suite 1800, San Francisco, CA 94105

Sarah Rodriguez (CRD# 5750177) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in San Francisco, CA and has over 10 years of experience in the finance industry.

52
Sean Rourke, financial advisor Los Angeles CA
Sean T. Rourke
CRD#: 2264666
333 South Hope Street, Los Angeles, CA 90071

Sean Rourke (CRD# 2264666) 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.

53
Zornitsa Santiago, financial advisor Los Angeles CA
Zornitsa V. Santiago
CRD#: 4780442
333 South Hope Street, Los Angeles, CA 90071

Zornitsa Santiago (CRD# 4780442) 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.

54
Michael Schmid, financial advisor Los Angeles CA
Michael E. Schmid
CRD#: 1533658
333 South Hope Street, Los Angeles, CA 90071

Michael Schmid (CRD# 1533658) 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.

55
Gregory Singer, financial advisor Los Angeles CA
Gregory D. Singer
CRD#: 5036874
333 South Hope Street, Los Angeles, CA 90071

Gregory Singer (CRD# 5036874) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 4 years of experience in the finance industry.

56
Nathan Thomas, financial advisor San Francisco CA
Nathan E. Thomas
CRD#: 6672368
Steuart Tower, 1 Market St., Suit 1800, San Francisco, CA 94105

Nathan Thomas (CRD# 6672368) 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.

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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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