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
Sarah Rodriguez (CRD# 5750177) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in San Francisco, CA and has over 11 years of experience in the finance industry.
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.
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.
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.
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.
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.