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KESTRA ADVISORY SERVICES, LLC
AUSTIN, TX
8445537872
SEC #801-56126Total AUM
$79.8B
Employees
1,359Clients
117,407Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5707 SOUTHWEST PARKWAY
BUILDING 2, SUITE 400
AUSTIN
TX 78735
United States
BUILDING 2, SUITE 400
AUSTIN
TX 78735
United States
Operating Hours
7 AM TO 5 PM CST
Monday - Friday
Monday - Friday
Phone
8445537872
Other Offices
544
Financials
Total AUM
$79.8B
Accounts
192,439Discretionary
$62.1B
Accounts
145,436Non-Discretionary
$17.7B
Accounts
47,003
Clients
Individual Clients
89,162AUM
$24.5B
HNW Individual Clients
26,123AUM
$46.8B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
785AUM
$6.3B
Charitable Organization Clients
248AUM
$292.2M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
23AUM
$66.3M
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1,062AUM
$1.8B
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 28 business affiliates.
Claimed Affiliates
Reported as an affiliate by 24 other businesses.