Company profile
Website
Employees
Location
Fiscal year end
SEC CIK
IRS number
464375778
SEC advisor number
801-80615
FINRA CRD number
169846
AUM ?
$349.66 mm
(as of 13 Apr 23)
Accounts
954
(as of 13 Apr 23)
Employees
8
(5 investment advisory or research)
Address
KCS Wealth Advisory
11900 W. OLYMPIC BLVD., # 520
LOS ANGELES
CA 90064
11900 W. OLYMPIC BLVD., # 520
LOS ANGELES
CA 90064
Phone
3107344740
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21
13F-HR
Quarterly holdings report by institutional manager
27 Jul 21