TrueAdvisor
TrueAdvisor
DA
DA
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Areas of Practice
Investment ManagementHigh Net Worth
Capital Group Private Client Services, INC.
Compensation
Fee-Only (AUM)
Firm Size
93 advisors
Number of Clients
7,967 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$38.3B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

Location

11100 Santa Monica Blvd. 18th Floor, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Group Private Client Services, INC.
December 2024 - Present · 1 yr 2 mos
Previous Registrations
American Funds Distributors, INC.
January 2022 - January 2023 · 1 yr
American Funds Distributors, INC.Broker
September 2021 - January 2023 · 1 yr 4 mos
CUNA Brokerage Services, INC.Broker
March 2016 - August 2021 · 5 yrs 5 mos
J.P. Morgan Securities LLCBroker
April 2015 - January 2016 · 9 mos
State Registrations6 states
CAGAILNVNYTX
Advisor
Exams
No exam information available for this advisor.