TrueAdvisor
TrueAdvisor
BB
BB

Bhavika Acharya Beniwal

Capital Group Private Client Services, INC.
2 Years of Experience
View SEC Summary
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

399 Park Avenue, 34th Floor, New York, NY, 10022

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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.

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Employment History
Current Registrations
Capital Group Private Client Services, INC.
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Sanford C. Bernstein & CO., LLCBroker
March 2017 - November 2018 · 1 yr 8 mos
State Registrations6 states
CAGAILNVNYTX
Advisor
Exams
No exam information available for this advisor.