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KESTREL WEALTH MANAGEMENT, LLC
(574) 233-2200
SEC #801-71298Total AUM
$51M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(574) 233-2200
Financials
Total AUM
$51M
Accounts
55Discretionary
$50.7M
Accounts
54Non-Discretionary
$220.6K
Accounts
1
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
IN
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.