Capital Research & Consulting LLC

Capital Research & Consulting LLC (CRD# 109868) is a financial advisory firm headquartered in Pasadena, CA. They manage $3,292,687,515 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,293
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $88,991,554
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Capital Research & Consulting LLC
Showing 1 - 4 of 4 top financial advisors.
1
Terrance J. Dunn
CRD#: 5270005
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105
93
Wealthminder
score

Terrance Dunn (CRD# 5270005) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has over 10 years of experience in the finance industry.

2
Michael D. Haney
CRD#: 4988375
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105
87
Wealthminder
score

Michael Haney (CRD# 4988375) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has 1 year of experience in the finance industry.

3
Daniel B. Watson
CRD#: 6586201
Glendale, CA
87
Wealthminder
score

Daniel Watson (CRD# 6586201) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Glendale, CA and has 1 year of experience in the finance industry.

4
Steven K. Gissiner
CRD#: 4547832
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105
68
Wealthminder
score

Steven Gissiner (CRD# 4547832) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has over 7 years of experience in the finance industry.

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