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CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
LOS ANGELES, CA
213-486-9200
SEC #801-121267Total AUM
$42.7B
Employees
189Clients
8,638Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
333 SOUTH HOPE STREET
LOS ANGELES
CA 90071
United States
LOS ANGELES
CA 90071
United States
Operating Hours
8:00A.M. - 5:00P.M
Monday - Friday
Monday - Friday
Phone
213-486-9200
Other Offices
6
Financials
Total AUM
$42.7B
Accounts
12,073Discretionary
$38.5B
Accounts
5,369Non-Discretionary
$4.2B
Accounts
6,704
Clients
HNW Individual Clients
7,684AUM
$31.6B
Pooled Vehicle Clients
1AUM
$111.4M
Pension/Profit Sharing Plan Clients
47AUM
$121M
Charitable Organization Clients
627AUM
$6.4B
Corporation or Business Clients
279AUM
$4.4B
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.