American Century Investments Private Client Group, Inc.
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 290043
- Registered since
- October 30, 2017
- Website
- www.americancentury.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals99.98%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
American Century Investments Private Client Group, Inc. is an independent registered investment adviser that began SEC registration in 2017. The firm serves both individual and family clients as well as institutional relationships and charges fees based on a percentage of assets under management. Its advisory offering includes financial planning, portfolio management for individuals, small businesses and institutions, plus publication of periodicals/newsletters and educational seminars or workshops. The firm notes relationships or affiliations across broker‑dealer, other investment adviser, accounting, and law firm channels, and it also acts as sponsor/GP/managing member of pooled investment vehicles. It does not identify as an active ESG investor and is not presented as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities41%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Patrick Bannigan
Executive Vice President & Chief Financial OfficerCRD 1972871
Contacts
3 of 66
Melissa Ohler
Financial ConsultantCRD 5692293

Kyle Ray
Financial ConsultantCRD 4081405
Jason Nguyen
ManagerCRD 6191350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 4400 Main St
- Time zone
- CT (UTC-6)
- Office locations
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