← Tributary

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

KANSAS CITY, MO · CRD 290043 · IAPD ↗ · 816-531-5575

$2.33BRegulatory AUM
0Advisory reps
105Employees
0Clients
101-250Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2024 — AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. reported RAUM up 25% ($1.49B -> $1.87B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.