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THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC
CRD 295193 · SEC 801-113587
MA, United States
Phone
401-519-9000
Fax
401-533-9054
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$191.5M
Discretionary AUM
$191.5M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; SETUP FEE
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 232 | $47.3M |
| High net worth individuals | 51 | $143.1M |
| Pension/profit sharing plans | 2 | $1.0M |
States served
MA, NY, RI, NH, FL
All web addresses on file
Official SEC filing: View on IAPD