KESTRA INVESTMENT MANAGEMENT, LLC.

5707 Southwest Parkway, Building 2, Ste 400
Austin, Texas 78735
Tel: 844-553-7872

About KESTRA INVESTMENT MANAGEMENT, LLC.

KESTRA INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as KESTRA INVESTMENT MANAGEMENT, LLC. The firm was established in 12/16/2021. They have over 1 offices throughout the country.

KESTRA INVESTMENT MANAGEMENT, LLC. is a Austin, Texas based Financial Planning firm with nearly $1,514,127,598 assets under management, offering retirement planning & investment advisory services to 4982 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317711
SEC#	801-122889
Assets Managed by Firm	$1,514,127,598
No. of Clients	4982
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for businesses or institutional clients
Other (INVESTMENT ADVICE TO OTHER REGISTERED INVESTMENT ADVISORS AND TRUST COMPANIES)

Firm Client Information

	No. of Clients	AUM
Firm Total	4982	$1,514,127,598
Other investment advisers	3	$1,514,127,598

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