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James McAteer

Capital Group Private Client Services, Inc.

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About James McAteer

James McAteer is a registered representative with Capital Group Private Client Services, Inc. James is a highly experienced financial advisor with over 15 years of experience in the industry. James is a Registered Representative and Investment Advisor Representative with Capital Group Companies. James's primary focus is on helping individuals and families reach their financial goals. James holds licenses in California, Illinois, Nevada, New York and Texas and has earned the Series 63 and Series 65 exams. James is also a Co-Owner of FTG Rentals LLC, which is a real estate investment company. The company was founded in 2010 and invests in rental properties in Florida, NY. James is committed to providing his clients with the highest level of service and expertise.

Firm Information

James McAteer 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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James McAteer’s Registration & Firm History

NY

10/02/2024 - 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 James McAteer.
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