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 $7,299,740,131 assets under management, offering retirement planning & investment advisory services to 21652 clients. The firm is staffed with 158 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155193
SEC#	801-71936
Assets Managed by Firm	$7,299,740,131
No. of Clients	21652
No. of Advisors	158

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	21652	$7,299,740,131
Individuals (other than high net worth individuals)	10740	$2,713,702,773
High net worth individuals	2539	$4,375,840,883
Pension and profit sharing plans	19	$11,066,534
Charitable organizations	23	$34,199,657
Corporations or other businesses	135	$159,440,318

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