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Building 2KESTRA INVESTMENT MANAGEMENT, LLC.

Map pinAUSTIN, TX
Phone844-553-7872
NotebookSEC #801-122889
Total AUM
$4.3B
Employees
17
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5707 SOUTHWEST PARKWAY, BUILDING 2, STE 400
AUSTIN
TX 78735
United States
Operating Hours
8 A.M. TO 5 P.M. CST
Monday - Friday
Phone
844-553-7872

ReceiptFinancials

Total AUM
$4.3B
Accounts
16,262
Discretionary
$4.3B
Accounts
16,262
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Advisor Clients
4
AUM
$4.3B

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther Services
Other Services
INVESTMENT ADVICE TO OTHER REGISTERED INVESTMENT ADVISORS AND TRUST COMPANIES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 27 business affiliates.
Claimed Affiliates
Reported as an affiliate by 18 other businesses.

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