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Abbott J Keller

KESTREL INVESTMENT MANAGEMENT CORP·SAN MATEO, California
Series 65Clean record29 years registeredKESTREL INVESTMENT MANAGEMENT CORP
411 BOREL AVENUE, SAN MATEO, CA 94402CRD# 2825513Firm CRD# 106789

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Abbott J Keller · SAN MATEO, CA
Registration
CRD #2825513 · KESTREL INVESTMENT MANAGEMENT CORP · 29 years registered
Brand Profile
Not yet started
01

Career History

KESTREL INVESTMENT MANAGEMENT CORP
Jul 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 8, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KESTREL INVESTMENT MANAGEMENT CORP
CRD 106789 · SEC 801-43351
AUM
$153M
Regulatory assets under management
Employees
8
9 client accounts
Services offered by KESTREL INVESTMENT MANAGEMENT CORP
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at KESTREL INVESTMENT MANAGEMENT CORP →
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05

Frequently Asked Questions

What services does Abbott J Keller offer?
Abbott J Keller specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SAN MATEO, California for a consultation.
What are Abbott J Keller's credentials?
Abbott J Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Abbott J Keller located?
Abbott J Keller is based in SAN MATEO, California, working with KESTREL INVESTMENT MANAGEMENT CORP. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Abbott J Keller charge for services?
Abbott J Keller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KESTREL INVESTMENT MANAGEMENT CORP?
KESTREL INVESTMENT MANAGEMENT CORP has approximately 8 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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