Kestrel Wealth Management, LLC
Firm details
- Headquarters
- South Bend, Indiana
- CRD number
- 153503
- Registered since
- March 14, 2022
- Website
- kestrelwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.33%
- Individuals8.67%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kestrel Wealth Management, LLC is a privately owned wealth advisory firm that registered with the SEC in 2022. The firm provides fee-based portfolio management, charging a percentage of assets under management, and serves individual and family clients as well as small businesses and other business/institutional clients. Kestrel reports advisory services focused on discretionary portfolio management and does not identify as an active ESG investor. Custody is consolidated with a major custodian.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds37%
- Exchange Traded Equities35%
- State & Local Bonds22%
- US Government Bonds5%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Ryan Koselak
Financial AdvisorCRD 7970758
Eric Koselak
Owner & Managing DirectorCRD 2439448
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
South Bend, IN
St Joseph
Location
South Bend, IN
Headquartered in South Bend, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- St Joseph
- Address
- 201 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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