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Building 2CAPITAL GUARDIAN TRUST COMPANY

Map pinLOS ANGELES, CA
Phone(213) 486-9200
NotebookSEC #801-60145
Total AUM
$45.8B
Employees
8
Clients
933

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 SOUTH HOPE STREET
55TH FLOOR
LOS ANGELES
CA 90071-1406
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
(213) 486-9200
Other Offices
1

ReceiptFinancials

Total AUM
$45.8B
Accounts
936
Discretionary
$45.6B
Accounts
932
Non-Discretionary
$124.3M
Accounts
4

ContactClients

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Individual Clients
765
AUM
$626.6M
Investment Company Clients
11
AUM
$4.8B
Pooled Vehicle Clients
51
AUM
$7.8B
Pension/Profit Sharing Plan Clients
30
AUM
$16.8B
Charitable Organization Clients
8
AUM
$992.4M
Government Entity Clients
5
AUM
$3.7B
Insurance Company Clients
1
AUM
$1.1B
Corporation or Business Clients
35
AUM
$9.7B
Other Clients
27
AUM
$257.8M
Description of Other Clients
MANAGED ACCOUNT PROGRAM AND CLIENTS ON THIRD PARTY PLATFORMS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR WRAP FEE AND MANAGED ACCOUNT PROGRAMS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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