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

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