THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

BETHESDA, Maryland·3 registered advisors·CRD# 169727
SEC# 801-788440(301) 214-7666
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

3 registered advisors
Andrew Mckenzie Beardall
BETHESDA, Maryland
Joseph Anthony Apa
BETHESDA, Maryland
Kevin Francis Fitzpatrick
BETHESDA, Maryland
05

Office Locations

BETHESDA, Maryland
3 advisors

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Data sourced from SEC Form ADV filings. THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC (CRD# 169727) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.