AdvisorOS Directory
Claim Profile
AB

Andrew Mckenzie Beardall

THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC·BETHESDA, Maryland
Unclaimed Profile
6720-B ROCKLEDGE DRIVE, BETHESDA, MD 20817CRD# 6630327Firm CRD# 169727
01

About

Andrew Mckenzie Beardall is a registered financial advisor based in BETHESDA, Maryland, affiliated with THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC
AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6630327
Firm CRD# 169727
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BETHESDA?

Browse all registered financial advisors in BETHESDA, Maryland or claim this profile if it's yours.

Browse BETHESDA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Andrew Mckenzie Beardall offer?
Andrew Mckenzie Beardall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Andrew Mckenzie Beardall's credentials?
Andrew Mckenzie Beardall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Mckenzie Beardall located?
Andrew Mckenzie Beardall is based in BETHESDA, Maryland, working with THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Andrew Mckenzie Beardall charge for services?
Andrew Mckenzie Beardall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC?
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BETHESDA
Lisa Hall — COMMUNITY INVESTMENT PARTNERS, INC.Carol Boynton Atwood — COMMUNITY INVESTMENT PARTNERS, INC.Michele Hallman — COMMUNITY INVESTMENT PARTNERS, INC.Scott Pownall Billings — BILLINGS CAPITAL MANAGEMENT LLCHumphrey Yeboah Mensah — COMMUNITY INVESTMENT PARTNERS, INC.
Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile