CAPITAL RESEARCH & CONSULTING LLC

15 S. Raymond Avenue
Suite 200
Pasadena, California 91105
Tel: 626-844-1440

About CAPITAL RESEARCH & CONSULTING LLC

CAPITAL RESEARCH & CONSULTING LLC, formally registered with the SEC as CAPITAL RESEARCH & CONSULTING LLC. The firm was established in 03/23/1999. They have over 1 offices throughout the country.

CAPITAL RESEARCH & CONSULTING LLC is a Pasadena, California based Financial Planning firm with nearly $6,339,135,274 assets under management, offering retirement planning & investment advisory services to 64 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109868
SEC#	801-56356
Assets Managed by Firm	$6,339,135,274
No. of Clients	64
No. of Advisors	8

Fee Structure

Fixed fees
Other (ASSET BASED FEES)

Advisory Services Provided

Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	64	$6,339,135,274
Pension and profit sharing plans	23	$5,540,129,726

More Retirement Planning firms in Pasadena, California:

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CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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