Overview
Assets Under Management: $45.9 billion
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 26
Average Client Assets: $4.9 million
Frequently Asked Questions
CAPITAL GUARDIAN TRUST COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108236), CAPITAL GUARDIAN TRUST COMPANY is subject to fiduciary duty under federal law.
CAPITAL GUARDIAN TRUST COMPANY is headquartered in LOS ANGELES, CA.
CAPITAL GUARDIAN TRUST COMPANY serves 26 high-net-worth clients according to their SEC filing dated December 21, 2017. View client details ↓
According to their SEC Form ADV, CAPITAL GUARDIAN TRUST COMPANY offers portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CAPITAL GUARDIAN TRUST COMPANY manages $45.9 billion in client assets according to their SEC filing dated December 21, 2017.
According to their SEC Form ADV, CAPITAL GUARDIAN TRUST COMPANY serves businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.28%
Average Client Assets: $4.9 million
Total Client Accounts: 808
Discretionary Accounts: 804
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 108236
Filing ID: 1145433
Last Filing Date: 2017-12-21 17:44:00