CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 312837
- Registered since
- May 20, 2021
- Website
- www.capitalgroup.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.97%
- Charitable Organizations15.07%
- Corporations / Businesses10.42%
- Pension & Profit Sharing Plans0.28%
- Pooled Investment Vehicles0.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Capital Group Private Client Services, Inc. is a corporate advisory arm that manages portfolios for individuals, families and institutions. The firm operates as a capital allocator and charges fees based on a percentage of assets under management. Its advisory remit includes direct portfolio management for individuals and small businesses, management of pooled investment vehicles, provision of investment programs for institutions and businesses, and selection of outside advisers. The firm is also registered to act as a commodity pool operator/commodity trading advisor (CPO/CTA) and maintains affiliated adviser relationships. Capital Group Private Client Services identifies itself as an active ESG investor and reports connections across the financial ecosystem, including broker–dealer, banking, trust, insurance and sponsor/GP relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities31%
- State & Local Bonds6%
- Cash & Cash Equivalents5%
- Private Funds2%
Owners & executives
3 of 3MATTHEW KNIHTILA
Chief Compliance OfficerCRD 4903485
Keith Piken
Chief Operating OfficerCRD 2576730
MATTHEW O'CONNOR
Chairman and Chief Executive OfficerCRD 2427203
Contacts
3 of 105William Ford
Senior Vice President, Private Wealth AdvisorCRD 5359390
Caroline Truchan
Relationship ManagerCRD 7579373
Cameron Killeen
Private Wealth ConsultantCRD 5840531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 137Active vs passive
$7.8B in ETFs
6%
$428M
80%
$7.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | Capital Group | Active | Large Growth | $1.1B | 27,158,074 | 14.02% |
Location
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 333 S Hope St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
LIDO
RIALos Angeles, CA
ARISTOTLE CAPITAL MANAGEMENT, LLC
RIALos Angeles, CA
LOS ANGELES CAPITAL MANAGEMENT LLC
RIALos Angeles, CA
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
RIALos Angeles, CA
TCW INVESTMENT MANAGEMENT COMPANY LLC
RIALos Angeles, CA
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC
RIALos Angeles, CA