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Bhavika Acharya Beniwal

Capital Group Private Client Services, Inc.

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About Bhavika Acharya Beniwal

Bhavika Acharya Beniwal is a registered representative and investment advisor representative with Capital Group Private Client Services, Inc. based in New York, NY. Bhavika has been in the financial services industry since 2007. Bhavika holds the Series 63 and 65 licenses and specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles. Bhavika has experience working at Alliance Bernstein / Sanford C. Bernstein & Co., LLC, Anchin / Anchin, Block & Anchin LLP, Capital Group / Capital Group Private Client Services, Inc., and Capital Group Companies.

Firm Information

Bhavika Beniwal 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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Bhavika Beniwal’s Registration & Firm History

NY

10/30/2024 - Present

Capital Group Private Client Services, Inc. (New York NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bhavika Acharya Beniwal.
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