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Building 2THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

Map pinBETHESDA, MD
Phone(301) 214-7666
NotebookSEC #801-78844
Total AUM
$1.2B
Employees
18
Clients
442

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6720-B ROCKLEDGE DRIVE
SUITE 400
BETHESDA
MD 20817
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(301) 214-7666

ReceiptFinancials

Total AUM
$1.2B
Accounts
781
Discretionary
$1.2B
Accounts
773
Non-Discretionary
$157.9K
Accounts
8

ContactClients

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Individual Clients
213
AUM
$59.8M
HNW Individual Clients
59
AUM
$128.7M
Pension/Profit Sharing Plan Clients
167
AUM
$975.1M
Corporation or Business Clients
3
AUM
$19.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCDEFLMDNHNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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