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CAPITAL CLIENT GROUP, INC.

333 South Hope Street
55th Floor
Los Angeles, California 90071-1406
Tel: 213-486-9200

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About CAPITAL CLIENT GROUP, INC.

CAPITAL CLIENT GROUP, INC, formally registered with the SEC as CAPITAL CLIENT GROUP, INC. The firm was established in 04/25/2013. They have over 11 offices throughout the country.

CAPITAL CLIENT GROUP, INC. is a Los Angeles, California based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 852 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#6247
SEC#801-77946
Assets Managed by Firm$0
No. of Clients0
No. of Advisors852

Fee Structure

  • Other (AS AGREED UPON IN A MANNER THAT COVERS REGISTRANT'S COSTS)

Advisory Services Provided

  • Other (RECOMMENDING AFFILIATE AS INVESTMENT ADVISER OF SMA ASSETS)

Firm Client Information

No. of ClientsAUM

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
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FRANKLIN ADVISERS, INC.
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$467,015,634,91318979408

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