KCS Wealth Advisory info
KCS Wealth Advisory (SEC CIK 1697719) first filed with the SEC on 2018-01-12 (Form 13F-HR) and has filed 24 times since, including 24 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 11150 W. OLYMPIC BLVD., # 790, LOS ANGELES, CA, 90064.
- Name: Value KCS Wealth Advisory.
- SEC CIK: Value 1697719.
- State of organization: Value —.
- Business address: Value 11150 W. OLYMPIC BLVD., # 790, LOS ANGELES, CA, 90064.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | KCS Wealth Advisory |
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| SEC CIK | 1697719 |
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| State of organization | |
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| Business address | 11150 W. OLYMPIC BLVD., # 790, LOS ANGELES, CA, 90064 |
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| Mailing address | 11150 W. OLYMPIC BLVD., # 790, LOS ANGELES, CA, 90064 |
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| Phone | 3107344740 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2018-01-12 (Form 13F-HR) |
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| Latest SEC filing | 2023-11-03 (Form 13F-HR) |
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| Filings on EDGAR | 24 |
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| First Form 13F-HR | 2018-01-12 (quarter ended 2017-12-31) |
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| Latest Form 13F-HR | 2023-11-03 (quarter ended 2023-09-30) |
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| Form 13F-HR filings | 24 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2023 | 4 | 4 |
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| 2022 | 4 | 4 |
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| 2021 | 4 | 4 |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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| 2018 | 4 | 4 |
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Similar Firms
| Firm Name | Country | 13F Value | Holdings |
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| Not available yet |