Kestra Advisory Services, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 283330
- Registered since
- December 31, 1998
- Website
- www.kestrafinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.66%
- Individuals30.75%
- Pension & Profit Sharing Plans7.94%
- Corporations / Businesses2.2%
- Charitable Organizations0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kestra Advisory Services, LLC is a multi-channel wealth management firm that provides planning and portfolio services to individual and institutional clients. Its advisory work spans financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of sub-advisers. The firm charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee arrangements. Kestra maintains industry relationships with broker-dealers, other registered advisers, trust companies and insurance firms, and it operates as a vehicle for advisers and affiliated channels rather than a single-family office or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities19%
- Cash & Cash Equivalents5%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 62
Amy Mahon
Partner, COOCRD 5841642
Anne-day Mccabe
CEO & PartnerCRD 5130092
Ilona Friedman
Chief Executive OfficerCRD 5178523
Contacts
3 of 1382
Page Pittman
Managing PartnerCRD 5640735
Bret Whiteley
Senior Financial RepresentativeCRD 5653818
Kristin Merrick
Partner, Financial AdvisorCRD 5663012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3,713Active vs passive
$43.7B in ETFs
67%
$29.3B
27%
$14.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $589M | 799,441 | 1.35% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 5707 Southwest Pkwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Sali Fund Services
RIAAustin, TX
Sage Advisory Services Ltd Co
RIAAustin, TX
The Palisades Group, LLC
RIAAustin, TX
Precision Fiduciary Partners, LLC
RIAAustin, TX
Kestra Private Wealth Services, LLC
RIAAustin, TX
Eight Partners Vc, LLC
RIAAustin, TX