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Home > Retirement Planners > texas > austin > KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
5707 Southwest Parkway
Building 2, Suite 400
Austin, Texas 78735
Tel: 8445537872
About KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC, formally registered with the SEC as KESTRA ADVISORY SERVICES, LLC. The firm was established in 12/31/1998. They have over 545 offices throughout the country.
KESTRA ADVISORY SERVICES, LLC is a Austin, Texas based Financial Planning firm with nearly $41,795,124,579 assets under management, offering retirement planning & investment advisory services to 140407 clients. The firm is staffed with 1311 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 283330 |
| SEC# | 801-56126 |
| Assets Managed by Firm | $41,795,124,579 |
| No. of Clients | 140407 |
| No. of Advisors | 1311 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 140407 | $41,795,124,579 |
| Individuals (other than high net worth individuals) | 71119 | $17,047,644,173 |
| High net worth individuals | 14487 | $23,108,455,035 |
| Pension and profit sharing plans | 272 | $646,884,826 |
| Charitable organizations | 132 | $124,038,447 |
| Corporations or other businesses | 659 | $829,321,385 |
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