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).
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Total Assets Under Management34,013MILLION
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Total Number of Accounts10,998ACCOUNTS
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Average Account Value$3,092,659
- A percentage of assets under your management
- 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)
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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
Zachary Lazar (CRD# 1324431) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 23 years of experience in the finance industry.
Sung Lee (CRD# 4856630) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 16 years of experience in the finance industry.
Jason Lersch (CRD# 5088856) 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.
Robert Lewis (CRD# 4772376) 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.
Steven Lucadamo (CRD# 5399684) 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.
Joseph Lumarda (CRD# 5686592) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 14 years of experience in the finance industry.
Rachel Melroy (CRD# 5549021) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 14 years of experience in the finance industry.
Sandra Morelli (CRD# 1652316) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 33 years of experience in the finance industry.
Michael Morrissey (CRD# 6406256) 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.
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.