Capital Group Private Client Services, Inc
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Overview
Capital Group Private Client Services, Inc is a financial advisor company based in Los Angeles, California. The firm manages $30.9 billion in total assets throughout 9,785 client accounts, placing it among the biggest firms in the United States by assets under management (AUM). The company has a large group, including 68 financial advisors. Capital Group Private Client Services, Inc does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as options, bonds and equities.
Capital Group Private Client Services, Inc oversees 4,830 of the firm's accounts on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make transaction decisions for the client's account without needing client permission. Capital Group Private Client Services, Inc also administers 4,955 non-discretionary accounts with a total of $2.6 billion in assets. The company's typical account size is $3.2 million. The average financial advisor at Capital Group Private Client Services, Inc administers around 144 client accounts.
Capital Group Private Client Services, Inc's main office is at 333 South Hope Street, Los Angeles, California 90071. It is legally registered to serve clients across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Capital Group Private Client Services, Inc by the Numbers
$30.9 billion
179
9,785
$3.2 million
Products and Services
Capital Group Private Client Services, Inc offers a variety of financial services, which can consist of portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The company is not involved in selling products or offering services apart from investment advice to its investment advisory clients. The firm is affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services typically vary depending on the financial services offered. Fees charged by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Capital Group Private Client Services, Inc manages money for a broad range of investors. Capital Group Private Client Services, Inc works with high net worth investors, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 9,785 customers, Capital Group Private Client Services, Inc's largest client group by number of accounts is high net worth investors, though it also serves 6,099 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 87.65%
- Other Individuals - 0%
- Corporations - 4.83%
- Charitable Organizations - 7.52%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Capital Group Private Client Services, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Capital Group Private Client Services, Inc
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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