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| Happy Holidays!! thanks for using AUM13F!! |
| American Century Investments Private Client Group Inc
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|---|---|
| CRD # | 290043 |
| SEC # | 801-111963 |
| CIK # | |
| AUM | $2.0 B (2025-03-31) |
| Employees | 94 (0% Investors, 62% Brokers) |
| Phone | 816-531-5575 |
| Address | 4400 Main Street Kansas City, MO 64111-7709 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,843 | 1,986.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,044 | 1,987.0 |
| By Discretionary | ||
| Discretionary | 6,041 | 1,986.9 |
| Non-Discretionary | 3 | 0.1 |
| Total | 6,044 | 1,987.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,987.0 | |
| Total | 6,044 | 1,987.0 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
American Century Investment Management Inc
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|
MO | 268.5 |
|
American Century Investments Private Client Group Inc
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|
MO | 2.0 |
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NY | 2.0 |
|
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2.0 | |
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|
Sather Financial Group Inc
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|
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|
Magnus Financial Group LLC
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NY | 1.9 |
|
Willow Creek Wealth Management Inc
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CA | 1.9 |
|
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|
IL | 1.9 |
|
Sound View Wealth Advisors Group LLC
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