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Capital Guardian Trust Company

333 S. Hope Street 51st Floor
Los Angeles, California 90071
United States
Contact :      Mr. Vince Ortega
Phone :       (213) 486-9200
Fax :             (213) 486-9625
Email :
Web : 

Capital Guardian Trust Company Information

Type of organization :
Total Assets Managed ($Mil) : $121,338
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1968
Wrap Programs Offered? : No
# of Accounts Managed : 973
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Capital Guardian Trust Company History

The Capital Group Companies, founded in 1931, is a privately owned investment management group with offices in major financial centers throughout the world. As one of the world’s largest investment managers, Capital participates in equity and fixed-income markets in both developed and emerging economies on behalf of a diverse group of clients. The Capital organization is focused solely on investment management, and its investment capabilities and unparalleled research commitment are for the exclusive benefit of client portfolios. Capital Guardian Trust Company (CGTC), a part of the Capital Group Companies, is dedicated to managing assets for institutional clients and is relied upon by corporations, government entities, foundations, endowments, and high-net-worth individuals for global financial stewardship. Capital Guardian was chartered in 1968 under the California State banking laws as a non-depository trust company and is registered as an investment advisor with the SEC under the Investment Advisors Act 1940. CGTC is also subject to oversight by the California Department of Financial Institutions (CDFI).

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Capital Guardian Trust Company Personnel

Mr.  Vince Ortega

Client Contact
Tel : (213) 452-2155

Ms.  Lianne Koeberle

Client Contact
Tel : (213) 486-9471

Capital Guardian Trust Company Product Name

Report Created: May,12 2021.  Copyright Money Manager Review , All rights Reserved.

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