PCG Wealth Advisors is an investment advisor in Overland Park with $515.67 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
384052817
SEC advisor number
801-112183
FINRA CRD number
290977
AUM ?
$515.67 mm
(as of 26 Sep 22)
Accounts
1,223
(as of 26 Sep 22)
Employees
18
(16 investment advisory or research)
Office hours
Monday - Friday, 8:30 - 4:30
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kurth, Craig, Joseph | CEO and Chief Compliance Officer, Managing Member | 11/2017 | 50-75% |
Kurth, Alexandra, Kiley | President and Managing Member | 11/2017 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22