- Total no. of Employees: 1304
- No. of Employees performing investment advisory functions: 316
333 S Hope Street
55th Floor
Los Angeles, California, 90071-1406
Tel: 213-486-9200
CAPITAL RESEARCH AND MANAGEMENT COMPANY is a Los Angeles, California based Fee-only advisory firm with nearly $3,099,186,116,994 in assets under management and provides investment advisory services for 14150 clients. There are currently 1304 advisors at the firm.
SEC Current Status:
Approved
Firm CRD#:
110885
SEC#:
801-8055
Assets Managed by Firm:
$3,099,186,116,994
Advisory Services Provided:
Portfolio Management for Individuals, Portfolio Management for Investment, Portfolio Management for Pooled Investment
No. of Clients | AUM | |
---|---|---|
Firm Total | 14150 | $3,099,186,116,994 |
Individuals (other than high net worth individuals) | 13886 | $7,262,870,059 |
Corporations or other businesses | 97 | $186,418,177 |
Compensation Methods:
Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
---|---|---|---|---|---|
ACORNS 5300 California Avenue, Irvine, CA 92617 | 165926 | 801-78602 | 4612804 | 365 | $6,170,671,192 |
FINANCIAL ENGINES ADVISORS L.L.C. 3315 Scott Blvd, 4th Floor, Santa Clara, CA 95054 | 104510 | 801-55196 | 1586142 | 1462 | $290,354,747,708 |
WILSHIRE ADVISORS LLC 1299 Ocean Avenue Suite 700, Santa Monica, CA 90401-1085 | 6210 | 801-36233 | 574123 | 310 | $96,494,557,024 |
CHARLES SCHWAB INVESTMENT ADVISORY, INC 211 Main Street, Sf211mn-08-150, San Francisco, CA 94105 | 151739 | 801-70737 | 466516 | 26 | $70,678,515,492 |
WEALTHFRONT ADVISERS LLC 261 Hamilton Ave., Palo Alto, CA 94301 | 148456 | 801-69766 | 422207 | 240 | $24,868,743,770 |
ASSETMARK, INC. 1655 Grant Street, 10th Floor, Concord, CA 94520-2445 | 109018 | 801-56323 | 301043 | 667 | $60,116,320,247 |