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Home > Retirement Planners > california > san mateo > KESTREL INVESTMENT MANAGEMENT CORP
KESTREL INVESTMENT MANAGEMENT CORP
411 Borel Avenue
Suite 403
San Mateo, California 94402
Tel: 650-572-9450
About KESTREL INVESTMENT MANAGEMENT CORP
KESTREL INVESTMENT MANAGEMENT CORP, formally registered with the SEC as KESTREL INVESTMENT MANAGEMENT CORP. The firm was established in 02/17/1993. They have over 1 offices throughout the country.
KESTREL INVESTMENT MANAGEMENT CORP is a San Mateo, California based Financial Planning firm with nearly $152,961,262 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106789 |
| SEC# | 801-43351 |
| Assets Managed by Firm | $152,961,262 |
| No. of Clients | 9 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $152,961,262 |
| High net worth individuals | 6 | $50,712,570 |
| Pension and profit sharing plans | 1 | $62,430,481 |
| Charitable organizations | 1 | $25,983,499 |
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