The Capital Group Investment Advisory Services, LLC
The Capital Group Investment Advisory Services, LLC (CRD# 169727) is a financial advisory firm headquartered in Bethesda, MD. They manage $1,182,764,656 in 781 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management1,183MILLION
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Total Number of Accounts781ACCOUNTS
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Average Account Value$1,514,423
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, DE, FL, MD, NH, NY, PA, TX, VA
Paul Cook (CRD# 2945801) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 20 years of experience in the finance industry.
Robert Hannan (CRD# 4712542) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 19 years of experience in the finance industry.
Christopher Staub (CRD# 4557066) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 21 years of experience in the finance industry.
Joseph Alvarez (CRD# 7222023) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has 1 year of experience in the finance industry.
Lewis Evans (CRD# 7489684) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 2 years of experience in the finance industry.
Eric Friedman (CRD# 6060060) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 7 years of experience in the finance industry.
Joseph Harkness (CRD# 7744520) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has 1 year of experience in the finance industry.
Alexander Kuczera (CRD# 7492638) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has 1 year of experience in the finance industry.
Tyler Stewart (CRD# 6218774) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 10 years of experience in the finance industry.