Overview
Assets Under Management: $154 million
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Frequently Asked Questions
THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC 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 #295193), THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC is subject to fiduciary duty under federal law.
THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC serves 52 high-net-worth clients according to their SEC filing dated September 20, 2024. View client details ↓
According to their SEC Form ADV, THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC manages $154 million in client assets according to their SEC filing dated September 20, 2024.
According to their SEC Form ADV, THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.39
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 646
Discretionary Accounts: 646
Regulatory Filings
CRD Number: 295193
Last Filing Date: 2024-09-20 00:00:00
Website: https://capitalgroupfa.com