Capital Research And Management Company
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Overview
Capital Research And Management Company operates as a financial advisor firm headquartered in Los Angeles, California. The firm controls $2.2 trillion in assets under management throughout 4,323 client accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). Capital Research And Management Company has a very large group of 1,174 employees, of which 286 are financial advisors. Capital Research And Management Company is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial investments such as bonds, stocks and options.
Capital Research And Management Company administers 4,236 of the company's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell choices without requiring client authorization. The company also has 87 non-discretionary accounts totaling $6.1 billion in assets under management. The firm administers about $504.2 million for every client account. The typical financial advisor at Capital Research And Management Company manages about 15 client accounts, placing it among the more individualized firms in the country.
Capital Research And Management Company's central office is at 333 S Hope Street, Los Angeles, California 90071-1406. The company is allowed to provide services to customers across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Capital Research And Management Company by the Numbers

$2.2 trillion

1,174

4,323

$504.2 million
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Fee Structure
Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Capital Research And Management Company can be comprised of the following fee structures: asset-based or other. The company does participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 74% of firms
Percentage of Assets
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Offered by 12% of firms
Other
Unavailable
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Find one of the 35% of firms that offer this fee type
Hourly
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Find one of the 2% of firms that offer this fee type
Commissions
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Find one of the 17% of firms that offer this fee type
Performance-based
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Find one of the 1% of firms that offer this fee type
Subscription
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Find one of the 40% of firms that offer this fee type
Fixed
Types of Clients
The company does business with a broad range of clients. The firm caters to retail investors, investment companies, pooled investment vehicles, corporations and other. Out of its 4,323 customers, Capital Research And Management Company's largest client type by number of accounts is retail investors. Just 2% of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 92.88%
- Corporations - 7.12%
- Charitable Organizations - 0%
* 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 Research And Management Company does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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