1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC

Map pin
Phone401-519-9000
NotebookSEC #801-113587
Total AUM
$191.5M
Employees
3
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
401-519-9000
Other Offices
1

ReceiptFinancials

Total AUM
$191.5M
Accounts
722
Discretionary
$191.5M
Accounts
722
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
232
AUM
$47.3M
HNW Individual Clients
51
AUM
$143.1M
Pension/Profit Sharing Plan Clients
2
AUM
$1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SETUP FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHNYRI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account