CRD: 290043
American Century Investments Private Client Group, Inc.
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2017
- Office Locations
- 11
Office Locations
About American Century Investments Private Client Group, Inc.
American Century Investments provides ETFs, mutual funds, and target-date/target-risk portfolios, along with advisor solutions for financial advisors and institutions. The platform supports portfolio needs tied to inflation, taxes, retirement, and education planning. A distinctive differentiator for distribution partners: 40% of dividends are directed to the Stowers Institute for Medical Research.
Team overview
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
PATRICK THOMAS BANNIGAN
Chief Accounting Officer, Chief Financial Officer, DIRECTOR, Managing Director, TREASURER, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
DONALD JOSEPH BONDER
DIRECTOR
- CRD
- #2505402
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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RYAN D ADAMS
Advisor, Financial Consultant
- CRD
- #5592116
AMY LEITNER ALLEY
Advisor, Financial Consultant
- CRD
- #2161318
Showing 2 of 69 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,332,373,279 | $349,524 |
| Non-Discretionary | $26,589 | $5,318 |
| Total | $2,332,399,868 | $349,266 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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