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American Century Investments Private Client Group Inc
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CRD # | 290043 |
SEC # | 801-111963 |
CIK # | |
AUM | $1.5 BB (2023-03-31) |
Employees | 77 (0% Investors, 71% Brokers) |
Phone | 816-531-5575 |
Address | 4400 Main Street Kansas City, MO 64111-7709 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 3,256 | 1,483.7 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 0.5 |
(n) Other | 0 | 0.0 |
Total | 3,257 | 1,484.1 |
By Discretionary | ||
Discretionary | 3,255 | 1,484.1 |
Non-Discretionary | 2 | 0.0 |
Total | 3,257 | 1,484.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,484.1 | |
Total | 3,257 | 1,484.1 |
Related Firms | State | AUM ($BB) |
---|---|---|
American Century Investment Management Inc
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|
MO | 215.3 |
American Century Investments Private Client Group Inc
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|
MO | 1.5 |
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Strategiq Financial Group LLC
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|
IN | 1.5 |
V Wealth Advisors LLC
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Willow Creek Wealth Management Inc
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Quest Investment Management LLC
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Trumbower Financial Advisors LLC
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KPP Advisory Services LLC
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KY | 1.5 |
First Heartland Consultants Inc
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SVB Investment Services Inc
✚
|
CA | 1.5 |
Howe and Rusling Inc
✚
|
NY | 1.5 |
Vestor Capital LLC
✚
|
IL | 1.5 |