Amy
Alley

American Century Investments Private Client Group, Inc

CRD#2161318
Investment Advisor
in Leawood, KS

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About this Advisor

Amy Alley is a financial advisor based in Leawood, Kansas, working with American Century Investments Private Client Group, Inc. Amy has previously held a position at American Century Investment Services, Inc. Amy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kansas, Missouri, and Texas. Currently, Amy is part of American Century Investments Private Client Group, Inc, which operates out of Leawood, Kansas. The firm has 5 offices and 102 employees. The firm manages assets totaling $1.9 billion and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at American Century Investments Private Client Group, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

4917 Town Center Drive
Leawood, KS 66211

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American Century Investments Private Client Group, Inc Brokerage Details

Total Assets Under Management

$1,866,781,488

KS Average: $11,469,110,461
Total Number of Employees

102

KS Average: 458
Total Number of Accounts

3,717

KS Average: 33,415
Average Account Size

$502,228

KS Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Amy Alley Work History

2007 - Present (18 years)

American Century Investment Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Amy Alley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at American Century Investments Private Client Group, Inc

Frank Opelka
Kansas City, MO
Kyle Ray
Los Angeles, CA
Jonathan Belay
Torrance, CA
Joshua Freeborn
Concordia, KS
James Barenberg
Kansas City, MO
Christopher Sexton
Geneva, IL
Christian Goodman
Kansas City, MO
Austin Hinck
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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