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Kestra Investment Management, Llc.
Austin, Texas
2.2
14 Reviews
Kestra Investment Management, LLC, based out of Austin, TX, is a local investment advisory firm with a strong presence in the industry. With over 1,460 individual clients and assets under management exceeding $109,810,000, Kestra has established itself as a trusted partner for individuals and employers alike. Specializing in managing employer 401K plans and individual portfolios, the firm possesses the expertise and knowledge necessary to optimize investment strategies for their clients.
With a singular focus on discretionary asset management, Kestra Investment Management, LLC ensures that all decisions are made in the best inter...see more
Assets Under Mgmt
$109.81M
Investment Professionals
10
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other: INVESTMENT ADVICE TO OTHER REGISTERED INVESTMENT ADVISORS
Reviews for Kestra Investment Management, Llc.
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