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Amy Foo

Capital Group Private Client Services, Inc.

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About Amy Foo

Amy Foo is a financial advisor who has been in the industry since 2008. Amy has worked at several prominent financial institutions, including U.S. Bank, MUFG - UnionBanc, and now, Capital Group Private Client Services, Inc. Amy is a registered investment advisor in California, Georgia, Illinois, Nevada, New York, and Texas. Amy holds the Series 66, Series 7, and SIE licenses. Amy provides a variety of financial advisory services, including portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles.

Firm Information

Amy Foo is currently registered with Capital Group Private Client Services, Inc.. Capital Group Private Client Services, Inc. is an investment advisor headquartered in LOS ANGELES, CA. They manage over $38 billion in assets, primarily for high-net-worth individuals and charitable organizations. The firm also provides portfolio management for pooled investment vehicles, corporations, and pension plans.
Capital Group Private Client Services, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071

$38.34B

Assets Under Management

Not reported

Total Clients

51

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Foo’s Registration & Firm History

CA

09/20/2021 - Present

Capital Group Private Client Services, Inc. (Los Angeles CA)

CA

07/11/2018 - 08/31/2021

UNIONBANC INVESTMENT SERVICES, LLC (BEVERLY HILLS CA)

CA

05/16/2014 - 05/30/2018

U.S. BANCORP INVESTMENTS, INC. (LOS ANGELES CA)

CA

06/09/2009 - 04/24/2014

MORGAN STANLEY (LOS ANGELES CA)

CA

06/18/2008 - 12/01/2008

CANTOR FITZGERALD & CO. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 07/10/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy Foo.
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