KCS Wealth Advisory LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
KCS Wealth Advisory LLC
CRD #169846
SEC #801-80615
CIK #
AUM $169.8 MM (100% Disc, 100% US)
Employees7 (57% Investors, 0% Brokers)
Phone310-734-4740
Address11150 W Olympic Blvd
Los Angeles, CA 90064
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IVV 4.6
IEUR 2.9
EMB 2.4
IEMG 2.0
SLQD 1.7
AAPL 843,560.0 1.4
CWB 1.3
FDX 46,060.0 1.2
MELI 21,750.0 1.2
FEN 411.9 1.1
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
Beekman Capital Management Ltd
WA
0.2
Auspicious Financial Planning LLC
CA
0.2
RRBB Asset Management LLC
NJ
0.2
Old North State Wealth Management LLC
NC
0.2
EFP Advisors Inc
MS
0.2
Uhlmann Investment Management LLC
IL
0.2
Dempsey Lord Smith LLC
GA
0.2
Trinity Legacy Partners LLC
TX
0.2
Genter Advisors LLC
CA
0.2
Forest Capital Corp
NC
0.2