KCS WEALTH ADVISORY, LLC
KCS WEALTH ADVISORY, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 169846). Regulatory assets under management: $349.7M.
Registration
- CRD: 169846
- SEC file number: 801-80615
- Type: Registered investment adviser
- Location: 10960 WILSHIRE BLVD., SUITE 405, LOS ANGELES, CA, 90024
- Phone: 310-734-4740
- Latest filing: 2023-04-13
- Regulatory AUM: $349.7M
- Discretionary AUM: $349.7M
- Clients: 8
- Accounts: 954
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| WALTZER KENNETH BRIAN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CCO; TRUSTEE | — |
| GILMAN LAURA ANNE | MANAGING MEMBER; SHAREHOLDER | — |
| WALTZER JENNIFER ANN | TRUSTEE | — |
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