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Samuel Mitchell Dashiell

Capital Group Private Client Services, Inc.

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About Samuel Mitchell Dashiell

Samuel Mitchell Dashiell is an Investment Advisor Representative at Capital Group Private Client Services, Inc., based in Los Angeles, California. Samuel has a Series 65 license and is registered with the states of California, Georgia, Illinois, Nevada, New York and Texas. Samuel has been in the financial industry since January 2012 and has worked for Capital Guardian Trust Company, Capital Bank and Trust Company and currently works for Capital Group Private Client Services, Inc.

Firm Information

Samuel Dashiell 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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Samuel Dashiell’s Registration & Firm History

CA

07/01/2021 - Present

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

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Licenses & Designations

IA

Issued 05/24/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Mitchell Dashiell.
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