Capital Group Private Client Services
Capital Group Private Client Services

Capital Group Private Client Services Information

Contact top employees from Capital Group Private Client Services

Summary

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 w...Show more

Organization Website

capitalgroup.com

Social Links

linkedIntwitter

Phone Number

866-421-2166

Industries

Headquarters Location

333 S Hope St, Los Angeles, California, US

Employees Size

200-500 employees

Founded

1974

Competitors

Founded
Type
Employees
Revenue
Funding
2008Partnership 200-500 < 1M $0
-- 1-10 - $-
-- 1-10 - $-

Estimated Website Traffic

The chart shows a growth in traffic to the capitalgroup.com website. In November, traffic increased to 1716675, compared to 1583815 in the previous month. The highest traffic in 2025 was recorded in November, reaching 1716675 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Capital Group Private Client Services shows a diverse range of experience levels:
8% have been with the company for less than 1 year10% for 1–2 years12% for 3–4 years12% for 5–7 years13% for 8–10 years45% have over 11 years of service at Capital Group Private Client Services
Ex-employees positions
In Company
In New Company
Contact top employees from Capital Group Private Client Services
Eileen Kane
Vice President, Senior Client Relationship Specialist
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Edward Gonzalez
Senior Vice President
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Brooks Doggett
Senior Vice President
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Lynne Knox
Senior Vice President and Private Wealth Advisor
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J Barnes
Senior Vice President and Private Wealth Advisor
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Jessica German
Vice President Client Relationship Manager
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Justin Morales
Private Client Relationship Manager
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Alexander Hwang
Wealth Planner
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Jonathan Taylor
Private Wealth Consultant
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Jane Burkhard
Client Relationship Manager
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Emily Yellen
Operations Manager
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Charlie Boardman
Private Wealth Advisor
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Mei Sakamoto
Senior Client Experience Specialist
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Lauren Rushing
Trust Relationship Specialist
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Virginia Sapiro
Client Relationship Associate
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Jorge Negrete
Sr. Visual Marketing Designer
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Bhavi Beniwal
Manager, Client Relationship Team
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Blake Wesley Burkhart
Client Relationship Specialist
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Vilma Iglesias
Executive Assistant
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Ying Chen
Business Operations Lead
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Nina Hershberger
Administrative Assistant III
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Elizabeth
Client Relationship Specialist
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Kristen Kneier Hill
National Director, Private Client Services
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Maria Ferreras
Private Wealth Advisor
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Nathan Wyse
Client Relationship Associate
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Raj Patel
Private Wealth Advisor
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Karen Tran
Private Client Services
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Josh Money
Senior Manager, Marketing Channels and Analytics
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Paul Brownson
Business Operations Senior Specialist
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FAQ

Capital Group Private Client Services operates in the Finance industries. More details can be found on the official website: capitalgroup.com.
The headquarters of Capital Group Private Client Services are located in Los Angeles, United States.
You can contact Capital Group Private Client Services by phone at 866-421-2166.
Capital Group Private Client Services currently employs 200-500 people.
You can contact Capital Group Private Client Services by phone at 866-421-2166, by email at hannah.coan@capgroup.com, through social media (LinkedIn, Twitter), or via the contact form on capitalgroup.com.
Well-known competitors of Capital Group Private Client Services include LGT Wealth Management, Invisor Group and Salem Financial Group.

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