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Building 2KESTRA PRIVATE WEALTH SERVICES, LLC

Map pinAUSTIN, TX
Phone844-553-7872
NotebookSEC #801-71936
Total AUM
$13.5B
Employees
211
Clients
20,234

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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