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KESTREL WEALTH MANAGEMENT, LLC
KESTREL WEALTH MANAGEMENT, LLC
SOUTH BEND, Indiana
·
1 registered advisor
·
CRD# 153503
SEC# 801-123414
1
(574) 233-2200
01
Firm Overview
AUM
$128M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at KESTREL WEALTH MANAGEMENT, LLC
1 registered advisor
Eric Frank Koselak
SOUTH BEND, Indiana
CRD# 2439448
05
Office Locations
SOUTH BEND, Indiana
1 advisor
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Data sourced from SEC Form ADV filings. KESTREL WEALTH MANAGEMENT, LLC (CRD# 153503) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.