4400 Main Street
Kansas City, Missouri 64111-7709
Tel: 816-531-5575
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC, formally registered with the SEC as AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. The firm was established in 10/30/2017. They have over 3 offices throughout the country.
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. is a Kansas City, Missouri based Financial Planning firm with nearly $1,487,904,544 assets under management, offering retirement planning & investment advisory services to 5000 clients. The firm is staffed with 82 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 290043 |
SEC# | 801-111963 |
Assets Managed by Firm | $1,487,904,544 |
No. of Clients | 5000 |
No. of Advisors | 82 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5000 | $1,487,904,544 |
Individuals (other than high net worth individuals) | 3256 | $1,487,455,099 |
Corporations or other businesses | 1 | $449,445 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$593,126,816,828 | 4558331 | 28607 | |
WELLS FARGO CLEARING SERVICES, LLC One North Jefferson Avenue, Mail Code: H0004-063 St. Louis, MO, 63103-2205 | $524,940,620,141 | 1428999 | 20587 |
$277,313,111,722 | 216 | 383 | |
$215,298,863,331 | 464 | 213 | |
$149,003,820,688 | 12 | 173 |
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