CAPITAL RESEARCH AND MANAGEMENT COMPANY

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

About CAPITAL RESEARCH AND MANAGEMENT COMPANY

CAPITAL RESEARCH AND MANAGEMENT COMPANY, formally registered with the SEC as CAPITAL RESEARCH AND MANAGEMENT COMPANY. The firm was established in 12/06/1971. They have over 6 offices throughout the country.

CAPITAL RESEARCH AND MANAGEMENT COMPANY is a Los Angeles, California based Financial Planning firm with nearly $3,315,358,763,219 assets under management, offering retirement planning & investment advisory services to 22262 clients. The firm is staffed with 1384 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110885
SEC#	801-8055
Assets Managed by Firm	$3,315,358,763,219
No. of Clients	22262
No. of Advisors	1384

Fee Structure

A percentage of AUM
Other (GROSS INVESTMENT INCOME)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Other (PORTFOLIO MANAGEMENT FOR SMA AND WRAP FEE PROGRAMS)

Firm Client Information

	No. of Clients	AUM
Firm Total	22262	$3,315,358,763,219
Individuals (other than high net worth individuals)	19838	$10,768,764,537
High net worth individuals	1753	$11,402,413,242
Pension and profit sharing plans	6	$34,084,328
Charitable organizations	150	$1,804,190,334
Corporations or other businesses	311	$2,827,241,878

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