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KESTRA INSTITUTIONAL SERVICES, LLC

5707 Southwest Parkway
Bldg 2, Suite 400
Austin, Texas 78735
Tel: 844-553-7872

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About KESTRA INSTITUTIONAL SERVICES, LLC

KESTRA INSTITUTIONAL SERVICES, LLC, formally registered with the SEC as KESTRA INSTITUTIONAL SERVICES, LLC. The firm was established in 10/23/2009. They have over 1 offices throughout the country.

KESTRA INSTITUTIONAL SERVICES, LLC is a Austin, Texas based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#151790
SEC#801-70743
Assets Managed by Firm$0
No. of Clients0
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (INVESTMENT ADVICE TO OTHER REGISTERED INVESTMENT ADVISERS)

Firm Client Information

No. of ClientsAUM

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