Brooks Hamilton Doggett

CFA

Capital Group Private Client Services, INC.

29 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Capital Group Private Client Services, INC.

Compensation

Fee-Only (AUM)

Firm Size

93 advisors

Number of Clients

7,967 clients

Average Client Portfolio

$4.8M average

Assets Under Management

$38.3B

Fee Structure

Minimum Investment:$5M

Financial Planning:Investment management only

Location

Stuart Tower 1 Market St., Suite 1800, San Francisco, CA, 94105

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Capital Group Private Client Services, INC.

November 2022 - Present · 3 yrs 3 mos

Previous Registrations

Goldman Sachs & CO. LLCBroker

July 2011 - September 2022 · 11 yrs 2 mos

Deutsche Bank Securities INC.Broker

June 2005 - July 2011 · 6 yrs 1 mo

Merrill Lynch Pierce Fenner & Smith INC.

November 2004 - June 2005 · 7 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

October 1997 - June 2005 · 7 yrs 8 mos

Kemper Financial Services, INC.Broker

January 1993 - September 1994 · 1 yr 8 mos

State Registrations6 states

CAGAILNVNYTX

Advisor

Exams

No exam information available for this advisor.