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THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC
THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC
1 registered advisor
·
CRD# 295193
SEC# 801-113587
1
401-519-9000
01
Firm Overview
AUM
$154M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Other: SETUP FEE
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC
1 registered advisor
Robert John Radoccia
CRANSTON, Rhode Island
CRD# 2591278
05
Office Locations
CRANSTON, Rhode Island
1 advisor
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Data sourced from SEC Form ADV filings. THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC (CRD# 295193) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.