Capital Research & Consulting LLC

Capital Research & Consulting LLC (CRD# 109868) is a financial advisory firm headquartered in Pasadena, CA. They manage $6,339,135,274 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105
https://www.linkedin.com/company/arroyo-investment-group-
By the Numbers
  • Total Assets Under Management
    6,339
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $99,048,989
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Capital Research & Consulting LLC
Showing 1 - 7 of 7 top financial advisors.
1
Terrance Dunn, financial advisor Pasadena CA
Terrance J. Dunn
CRD#: 5270005
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105

Terrance Dunn (CRD# 5270005) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has over 17 years of experience in the finance industry.

2
Steven Gissiner, financial advisor Pasadena CA
Steven K. Gissiner
CRD#: 4547832
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105

Steven Gissiner (CRD# 4547832) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has over 14 years of experience in the finance industry.

3
Michael Haney, financial advisor Pasadena CA
Michael D. Haney
CRD#: 4988375
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105

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.

4
John Odell, financial advisor Pasadena CA
John P. Odell
CRD#: 1908737
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105

John Odell (CRD# 1908737) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has over 32 years of experience in the finance industry.

5
Gabrielle Stapleton, financial advisor Pasadena CA
Gabrielle K. Stapleton
CRD#: 6862824
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105

Gabrielle Stapleton (CRD# 6862824) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has over 6 years of experience in the finance industry.

6
Daniel Watson, financial advisor Pasadena CA
Daniel B. Watson
CRD#: 6586201
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105

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

7
Dylan Mosby, financial advisor Cincinnati OH
Dylan J. Mosby
CRD#: 2772323
Cincinnati, OH

Dylan Mosby (CRD# 2772323) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Cincinnati, OH and has over 27 years of experience in the finance industry.

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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