CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

333 South Hope Street
Los Angeles, California 90071
Tel: 213-486-9200

About CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC, formally registered with the SEC as CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. The firm was established in 05/20/2021. They have over 7 offices throughout the country.

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. is a Los Angeles, California based Financial Planning firm with nearly $34,013,068,240 assets under management, offering retirement planning & investment advisory services to 10998 clients. The firm is staffed with 176 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312837
SEC#	801-121267
Assets Managed by Firm	$34,013,068,240
No. of Clients	10998
No. of Advisors	176

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	10998	$34,013,068,240
High net worth individuals	6569	$24,338,416,396
Pension and profit sharing plans	53	$129,563,180
Charitable organizations	560	$5,199,843,354
Corporations or other businesses	282	$4,244,849,384

Inquire with CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

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