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Building 2KESTREL WEALTH MANAGEMENT, LLC

Map pinSOUTH BEND, IN
Phone(574) 233-2200
NotebookSEC #801-123414
Total AUM
$143.9M
Employees
2
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 S. MAIN STREET
SUITE 503
SOUTH BEND
IN 46601
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(574) 233-2200
Other Offices
1

ReceiptFinancials

Total AUM
$143.9M
Accounts
214
Discretionary
$143.9M
Accounts
214
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
56
AUM
$12.5M
HNW Individual Clients
29
AUM
$131.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
INMI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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