AdvisorCensus / Financial advisors / California / Los Angeles, CA / Capital Client Group, Inc.
Financial advisors in Los Angeles, CA using Capital Client Group, Inc.
5 SEC-registered investment advisory firms headquartered in the Los Angeles, CA metro area name Capital Client Group, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Crane & Associates Wealth Management | Fullerton | SEC-registered investment adviser | $500 million to $1 billion |
| Investlinc Wealth Services | Brea | SEC-registered investment adviser | $100 million to $500 million |
| JDL Advisers | Newport Beach | SEC-registered investment adviser | $1 billion to $5 billion |
| O'Boyle Wealth Management, Inc. | Beverly Hills | SEC-registered investment adviser | $100 million to $500 million |
| Sackett Wealth Advisors, Inc. | Brea | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Capital Client Group, Inc. nationwide
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