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KESTRA PRIVATE WEALTH SERVICES, LLC
5707 Southwest Parkway
Bldg. 2 Ste 400
Austin, Texas 78735
Tel: 844-553-7872
About KESTRA PRIVATE WEALTH SERVICES, LLC
KESTRA PRIVATE WEALTH SERVICES, LLC, formally registered with the SEC as KESTRA PRIVATE WEALTH SERVICES, LLC. The firm was established in 11/22/2010. They have over 43 offices throughout the country.
KESTRA PRIVATE WEALTH SERVICES, LLC is a Austin, Texas based Financial Planning firm with nearly $4,480,017,320 assets under management, offering retirement planning & investment advisory services to 14374 clients. The firm is staffed with 119 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 155193 |
| SEC# | 801-71936 |
| Assets Managed by Firm | $4,480,017,320 |
| No. of Clients | 14374 |
| No. of Advisors | 119 |
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 | 14374 | $4,480,017,320 |
| Individuals (other than high net worth individuals) | 6639 | $1,596,274,278 |
| High net worth individuals | 2061 | $2,766,240,586 |
| Pension and profit sharing plans | 15 | $9,272,737 |
| Charitable organizations | 15 | $16,944,808 |
| Corporations or other businesses | 69 | $87,824,736 |
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