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James Mcateer

Capital Group Private Client Services, Inc.

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About James Mcateer

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. The firm provides portfolio management services for individuals, businesses, pooled investment vehicles, and charitable organizations. They manage over $34 billion in assets for approximately 10,998 clients.
Capital Group Private Client Services, Inc.

399 Park Avenue, 34th Floor

New York, NY 10022

$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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