Overview
Assets Under Management: $350 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 128
Average Client Assets: $2.1 million
Frequently Asked Questions
KCS WEALTH ADVISORY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169846), KCS WEALTH ADVISORY is subject to fiduciary duty under federal law.
KCS WEALTH ADVISORY is headquartered in LOS ANGELES, CA.
KCS WEALTH ADVISORY serves 128 high-net-worth clients according to their SEC filing dated March 14, 2023. View client details ↓
According to their SEC Form ADV, KCS WEALTH ADVISORY offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KCS WEALTH ADVISORY manages $350 million in client assets according to their SEC filing dated March 14, 2023.
According to their SEC Form ADV, KCS WEALTH ADVISORY serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 128
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.92%
Average Client Assets: $2.1 million
Total Client Accounts: 954
Discretionary Accounts: 954
Regulatory Filings
CRD Number: 169846
Filing ID: 1722249
Last Filing Date: 2023-03-14 12:57:00