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Capital Group Private Client Services, Inc. CRD 312837
$42.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
333 South Hope Street, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-12-18 |
| IL | RA | APPROVED | 2024-10-29 |
| NV | RA | APPROVED | 2024-10-29 |
| NY | RA | APPROVED | 2024-10-29 |
| TX | RA | APPROVED | 2024-10-29 |
| CA | RA | APPROVED | 2024-10-28 |
Branch Locations
333 S. Hope St., 55Th Floor, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group Companies | Los Angeles | CA | 06/2018 | 07/2024 |
| Capital Group / Capital Group Private Client Services, Inc. | Los Angeles | CA | 07/2024 | Present |
| Unemployed | Los Angeles | CA | 03/2018 | 06/2018 |
| Transamerica | Los Angeles | CA | 03/2011 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-27 |
| S66 | Uniform Combined State Law Examination | 2007-08-31 |
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