Capital Group Private Client Services

Investment Management • Los Angeles, California, United States • 201-500 Employees

Company overview

Headquarters	Los Angeles, California, United States
Phone number	+18664212166
Website	capitalgroup.com
NAICS	5231
Founded	1974
Employees	201-500
Socials

Key Contacts at Capital Group Private Client Services

David Wiener

Regional Director

Greg Singer

Investment Director

Zachary Lazar

Regional Director Midwest

Sandra Morelli

Senior Vice President, Regional Director, And Portfolio Specialist

Alan Swerdloff

Senior Vice President And Regional Director

Ralph Heckert

Svp & Regional Director

Capital Group Private Client Services Email Formats

Capital Group Private Client Services uses 2 email formats. The most common is {first name}_{last name} (e.g., john_doe@capgroup.com), used 96.5% of the time.

Format	Example	Percentage
{first name}_{last name}	john_doe@capgroup.com	96.5%
{first name}.{last name}	john.doe@capgroup.com	3.5%

About Capital Group Private Client Services

Capital Group Private Client Services is a privately owned wealth management firm committed to delivering premium, personalized service and superior long-term investment results to a select group of wealthy individuals, families, trusts and foundations. We are backed by the global resources of Capital Group — one of the world’s oldest and largest asset management firms, with more than $2 trillion in assets under management and nearly 8,000 employees in offices around the world. For our terms and conditions and important disclosures, please visit https://www.capitalgroup.com/pcs/linkedinterms.html. As of December 31, 2024.

Capital Group Private Client Services revenue & valuation

Annual revenue	$20,700,000
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$66,000,000
Total funding	No funding

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Vice President

Entry

Manager

Employees by Department

Capital Group Private Client Services has 74 employees across 9 departments.

Departments

Number of employees

Funding Data

Capital Group Private Client Services has never raised funding before.

Frequently asked questions

Capital Group Private Client Services is located in Los Angeles, California, US.

You can reach Capital Group Private Client Services at +18664212166.

Capital Group Private Client Services was founded in 1974, making it 52 years old. The company has established itself as a significant player in its industry over this time.

Capital Group Private Client Services has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.