American Century Investment Services Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
363
Avg account
$0

Firm details

Headquarters
Kansas City, Missouri
CRD number
17437
Registered since
January 17, 1986

Firm profile

FINTRX

Overview

American Century Investment Services Inc. is a corporate investment adviser registered with the SEC since 1986. The firm is listed as a domestic entity/individual owner type and is classified in the dataset as "Unclassified." The profile indicates the firm does not identify itself as a capital allocator and does not report active ESG investing status. Disclosure in the source is limited: core business and advisory activities are not described in the provided data set, and there is no stated role as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Brian Munn

    Brian Munn

    Vice President, DCIOCRD 3114197

  • Cory Johnson

    Cory Johnson

    Sr. DCIO Sales SpecialistCRD 4098725

  • Eduardo Repetto

    Eduardo Repetto

    Chief Investment OfficerCRD 4508425

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Contacts

3 of 358
  • Melissa Ohler

    Melissa Ohler

    Financial ConsultantCRD 5692293

  • Joseph Virion

    Joseph Virion

    Vice PresidentCRD 5335831

  • Eric Crum

    Eric Crum

    Vice PresidentCRD 4416047

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 106

Active vs passive

$8.4B in ETFs

Passive

25%

$2.1B

Active

72%

$6.4B

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS US EQUITY ETF (AVUS)AvantisActiveLarge Blend$583M4,549,4236.90%

Location

Primary office

Kansas City, MO

Jackson

Location

Kansas City, MO

Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Jackson
Address
4500 Main St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth