AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
Latest filing: Nov 07, 2024 (163 days ago)
AUM
$1,866,781,488
0% change vs. 1 year ago
26% change vs. 3 years ago
239% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
102
0% change vs. 1 year ago
32% change vs. 3 years ago
16% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
KANSAS CITY, MO
4400 MAIN STREET, KANSAS CITY, MO, UNITED STATES, 64111-7709
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.9 |
| Non-Discretionary | $0.0 |
| Total | $1.9 |
| Client | AUM |
|---|---|
| Retail | $1.9 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 3,717 | $1.9 |
| Average Individual AUM | $502,222 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 3,717 | $1.9 |
| Average Retail AUM | $502,222 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.9 |
| Retail SMA AUM | $1.9 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 40% | $0.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 56% | $1.0 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC | $229.6 | 105778 | |
| AMERICAN CENTURY PRIVATE INVESTMENTS GP II. LLC | $0.0 | - | |
| AMERICAN CENTURY PRIVATE INVESTMENTS GP I, LLC | $0.0 | - | |
| AMERICAN CENTURY INVESMTMENT MANAGEMENT (AU) PTY LIMITED | $0.0 | - | |
| AMERICAN CENTURY INVESTMENT MANAGEMENT (ASIA PACIFIC) LIMITED | $0.0 | - | |
| AMERICAN CENTURY INVESTMENT SERVICES, INC. | $0.0 | broker-dealer | 17437 |
| AMERICAN CENTURY INVESTMENT MANAGEMENT (UK) LIMITED | $0.0 | - | |
| AMERICAN CENTURY INVESMTMENTS (EU) GMBH | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
13 active
| Name | Title |
|---|---|
| SHELTON, AMY, DIANE | CHIEF COMPLIANCE OFFICER |
| BANNIGAN, PATRICK, THOMAS | CHIEF FINANCIAL OFFICER |
| RICHARDSON, DANIEL, K | DIRECTOR |
| SCHULTZ, JOSEPH, GERARD | PRESIDENT |
| COMER, DOUGLAS, J | DIRECTOR |
| TONDREAULT, DAVID, STEPHEN | DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
52 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| SYLVESTER BYRD | KANSAS CITY | MO | S63|2017-10-05|S65|2020-02-20 | ||||||
| MATTHEW JANES | KANSAS CITY | MO | S65|2000-12-11|S63|2014-08-18 | CERTIFIED FINANCIAL PLANNER | |||||
| DUONG TRAN | KANSAS CITY | MO | S66|2005-09-23 | CERTIFIED FINANCIAL PLANNER | |||||
| SAMUEL DAVIS | KANSAS CITY | MO | S66|2004-02-02 | ||||||
| MELISSA OHLER | KANSAS CITY | MO | S63|2010-03-13|S65|2017-10-19 | ||||||
| SARAH PEDERSEN | KANSAS CITY | MO | S63|2014-10-03|S65|2021-12-02 | ||||||
| JAMES BARENBERG | KANSAS CITY | MO | S63|2019-01-30|S65|2021-12-07 | ||||||
| MICHAEL ROSE | KANSAS CITY | MO | S63|2005-10-13 | CHARTERED FINANCIAL ANALYST | |||||
| ERIC MARTINEZ | KANSAS CITY | MO | S63|2019-04-01|S65|2020-09-08 | ||||||
| JOSEPH AMIGONI | KANSAS CITY | MO | S63|2018-06-14|S65|2020-01-27 | ||||||
| ROWLAND PEPITO | KANSAS CITY | MO | S63|2001-10-22|S65|2011-04-14 | CERTIFIED FINANCIAL PLANNER | |||||
| AUSTIN DASS | KANSAS CITY | MO | S63|2021-11-16|S65|2023-06-14 | ||||||
| JOSHUA FREEBORN | KANSAS CITY | MO | S63|2014-08-24|S65|2017-10-19 | ||||||
| KATHERINE CARTER | KANSAS CITY | MO | S63|1994-05-04|S66|2009-04-30 | ||||||
| JASON NGUYEN | KANSAS CITY | MO | S63|2013-06-15|S65|2018-05-25 | ||||||
| MAXWELL BROWN | KANSAS CITY | MO | S63|2021-11-16|S65|2022-10-21 | ||||||
| DAVID TONDREAULT | KANSAS CITY | MO | S63|2005-06-10|S66|2006-03-10 | ||||||
| NEAL DOLBEARE | KANSAS CITY | MO | S66|2003-07-28 | ||||||
| JODY BRUNSVOLD | KANSAS CITY | MO | S63|1999-10-18|S66|2019-12-20 | ||||||
| JOSEPH THOMAS | KANSAS CITY | MO | S63|2010-10-29|S65|2020-06-13 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $1.9 | $0.0 | 0% | 102 | 0 | 0% |
| 2024-04-02 | $1.9 | $0.0 | 0% | 102 | 0 | 0% |
| 2023-04-04 | $1.5 | $0.4 | 25% | 82 | 20 | 24% |
| 2022-04-01 | $1.5 | $0.4 | 26% | 77 | 25 | 32% |
| 2021-04-05 | $1.3 | $0.6 | 47% | 85 | 17 | 20% |
| 2020-04-01 | $0.6 | $1.3 | 239% | 88 | 14 | 16% |
| 2019-04-01 | $0.3 | $1.6 | 591% | 78 | 24 | 31% |
| 2018-04-02 | $0.0 | $1.9 | 30601% | 42 | 60 | 143% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MO, AK-10/30/2017, AL-10/30/2017, AR-10/30/2017, AZ-10/30/2017, CA-10/30/2017, CO-10/30/2017, CT-10/30/2017, DC-10/30/2017, DE-10/30/2017, FL-10/30/2017, GA-10/30/2017, HI-10/30/2017, IA-10/30/2017, ID-10/30/2017, IL-10/30/2017, IN-10/30/2017, KS-10/30/2017, KY-10/30/2017, LA-10/30/2017, MA-10/30/2017, MD-10/30/2017, ME-10/30/2017, MI-10/30/2017, MN-10/30/2017, MO-10/30/2017, MS-10/30/2017, MT-10/30/2017, NC-10/30/2017, ND-10/30/2017, NE-10/30/2017, NH-10/30/2017, NJ-11/03/2017, NM-10/30/2017, NV-10/30/2017, NY-10/30/2017, OH-10/30/2017, OK-10/30/2017, OR-10/30/2017, PA-10/30/2017, PR-10/30/2017, RI-10/30/2017, SC-10/30/2017, SD-10/30/2017, TN-10/30/2017, TX-10/30/2017, UT-10/30/2017, VA-10/30/2017, VI-10/30/2017, VT-10/30/2017, WA-10/30/2017, WI-10/30/2017, WV-10/30/2017, WY-10/30/2017 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV