THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC
Investment Advice|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$206.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 206.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 295193 |
| SEC Number | 801-113587 |
| Phone | 401-519-9000 |
| Fax | 401-533-9054 |
| Total Employees | 3 |
Client Count by Type (286 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 231 |
| High Net Worth Individual… | 52 |
| Pension/Profit Sharing Pl… | 2 |
| Charitable Organizations | 1 |
County data not available for this organization.