Home
›
Firms
›
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
LOS ANGELES, California
·
2 registered advisors
·
CRD# 312837
SEC# 801-121267
6
213-486-9200
01
Firm Overview
AUM
$38.3B
Regulatory assets under management
Employees
176
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
2 registered advisors
Jennifer Margaret Lukic
LOS ANGELES, California
CRD# 5398514
John Stephen Armour
LOS ANGELES, California
CRD# 2399190
05
Office Locations
LOS ANGELES, California
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. (CRD# 312837) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.