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| KCS Wealth Advisory LLC
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|
|
|---|---|
| CRD # | 169846 |
| SEC # | 801-80615 |
| CIK # | 0001697719 |
| AUM | $349.7 MM (2023-03-14) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 310-734-4740 |
| Address | 10960 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001697719 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 29.2 | |
| Microsoft Corp | 1,918,222.4 | 5.7 | |
| Novo Nordisk A S | 245,328.6 | 3.7 | |
| Kroger Co | 34,654.6 | 3.7 | |
| Morgan Stanley | 136,724.0 | 3.6 | |
| Alphabet Inc | 1,482,566.4 | 3.5 | |
| Paccar Inc | 28,930.7 | 3.3 | |
| Verizon Communications Inc | 211,914.0 | 3.3 | |
| Applied Materials Inc /DE | 82,662.4 | 3.3 | |
| VISA Inc | 419,260.5 | 3.2 | |
| MercadoLibre Inc | 33,501.4 | 3.1 | |
| J P Morgan Chase & Co | 340,169.2 | 3.1 | |
| Comcast Corp | 175,303.0 | 3.0 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 437,370.3 | 3.0 | |
| Apartment Investment & Management Co | 954.3 | 2.9 | |
| Garrett Motion Inc | 2.9 | ||
| Costco Wholesale Corp /NEW | 207,576.9 | 2.8 | |
| Packaging Corp of America | 13,019.8 | 2.7 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 65.2 |
| (b) Individuals (high net worth individuals) | 128 | 265.5 |
| (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 | 17 | 19.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 954 | 349.7 |
| By Discretionary | ||
| Discretionary | 954 | 349.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 954 | 349.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 348.3 | |
| Total | 954 | 349.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001697719] |
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|---|---|---|
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