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 $48,324,319,629 assets under management, offering retirement planning & investment advisory services to 140425 clients. The firm is staffed with 1266 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283330
SEC#	801-56126
Assets Managed by Firm	$48,324,319,629
No. of Clients	140425
No. of Advisors	1266

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	140425	$48,324,319,629
Individuals (other than high net worth individuals)	75554	$19,060,173,181
High net worth individuals	13369	$26,926,420,989
Pension and profit sharing plans	349	$858,119,302
Charitable organizations	148	$210,214,496
Corporations or other businesses	847	$1,207,539,782

More Retirement Planning firms in Austin, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361

Explore More Retirement Advisors in Austin, Texas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.