Kestra Advisory Services, LLC

RIASEC Registered

Total AUM

$79.8B

Discretionary

$62.1B

78% of AUM

Avg account

$415K

Accounts

192,439

Employees

1,359

Advisory reps

1,494

Firm details

Headquarters: Austin, Texas
CRD number: 283330
Registered since: December 31, 1998
Website: www.kestrafinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.66%
Individuals30.75%
Pension & Profit Sharing Plans7.94%
Corporations / Businesses2.2%
Charitable Organizations0.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kestra Advisory Services, LLC is an SEC-registered investment adviser (registered in 1998) organized as an LLC that serves both individual/family clients and institutional clients. The firm provides financial planning and portfolio management across individual, small-business, and institutional mandates, and it also offers pension consulting and selection-of-other-advisers services. Fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. Kestra reports it is not an active ESG investor.