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Grant Robert Withers

Capital Group Private Client Services, Inc.

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About Grant Robert Withers

Grant Withers is a registered Investment Advisor Representative with Capital Group Private Client Services, Inc. Grant has been in the financial services industry since 2007. Grant has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Sanford C. Bernstein & Co., LLC and First Foundation Advisors. Grant has a Series 7, Series 31 and Series 66 license. Grant primarily works with high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses and pooled investment vehicles.

Firm Information

Grant Withers 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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Grant Withers’s Registration & Firm History

CA

07/01/2021 - Present

Capital Group Private Client Services, Inc. (LOS ANGELES CA)

CA

10/23/2009 - 09/23/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE CA)

CA

11/12/2008 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (WESTLAKE CA)

CA

01/05/2007 - 11/10/2008

SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 01/05/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/04/2007

Series 7 - General Securities Representative Examination

BC

Issued 12/08/2006

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grant Robert Withers.
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