Overview
Assets Under Management: $1.2 billion
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 59
Average Client Assets: $2.2 million
Frequently Asked Questions
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, 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 #169727), THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC is headquartered in BETHESDA, MD.
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC serves 59 high-net-worth clients according to their SEC filing dated July 15, 2024. View client details ↓
According to their SEC Form ADV, THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC manages $1.2 billion in client assets according to their SEC filing dated July 15, 2024.
According to their SEC Form ADV, THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, 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, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.89%
Average Client Assets: $2.2 million
Total Client Accounts: 781
Discretionary Accounts: 773
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 169727
Filing ID: 1888650
Last Filing Date: 2024-07-15 09:52:00