KCS Wealth Advisory LLC
Legal Name: KCS WEALTH ADVISORY, LLC
Full Contact Details
KCS Wealth Advisory LLC
11150 W. OLYMPIC BLVD., SUITE 790, LOS ANGELES, CA
310-734-4740
(866) 914-4399
Other Info
KCS Wealth Advisory LLC, which is a California-based Limited Liability Company, comprises seven employees wherein four of whom work in advisory roles. The firm delivers financial consultation to a total of 11 clients. It was last registered with the U.S. Securities and Exchange Commission on December 2, 2014, and holds an Approved status.
Making financial advice accessible to everyone | KCS Wealth | Los Angeles
KCS is a wealth management firm based in West Los Angeles. Our passion is to provide people the peace of mind that comes from high-level financial advice.
Direct Owners
-
KENFIELD CAPITAL STRATEGIES
MANAGING MEMBER owns more than 50% but less than 75%
-
KENNETH BRIAN WALTZER
CHIEF COMPLIANCE OFFICER owns less than 5%
-
LGA FINANCIAL, INC.
MANAGING MEMBER owns more than 25% but less than 50%
Indirect Owners
-
JENNIFER ANN WALTZER
TRUSTEE
-
KENNETH BRIAN WALTZER
TRUSTEE
-
LAURA ANNE GILMAN
SHAREHOLDER owns 75% or more
-
WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007
SHAREHOLDER owns 75% or more
Firms Located Nearby
News
Top Holdings
- ISHARES TR $5,222k
- ISHARES 0-5 YE INV GRADE CORPORATE $4,296k
- TEMPLETON GLOBAL INCOME FD $3,472k
- ISHARES TR JPMORGAN USD EMG $2,959k
- ISHARES TR $2,832k
- Apple Inc $1,865k
- ISHARES $1,859k
- MercadoLibre Inc $1,796k
- Berkshire Hathaway, Inc. $1,696k
- ISHARES $1,603k