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 $38,338,581,704 assets under management, offering retirement planning & investment advisory services to 11233 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	$38,338,581,704
No. of Clients	11233
No. of Advisors	176

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	11233	$38,338,581,704
High net worth individuals	7047	$27,874,874,947
Pension and profit sharing plans	51	$127,434,992
Charitable organizations	586	$5,645,836,984
Corporations or other businesses	282	$4,583,887,309

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