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KESSLER INVESTMENT GROUP, LLC

CRD 153696 · SEC 801-71393

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50 WASHINGTON STREET, SUITE 3B, COLUMBUS, IN, 47201, United States

Phone

812-314-0083

Fax

812-314-0087

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$359.7M

Discretionary AUM

$349.5M

Team

8 total employees; 4 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)REGISTRANT HAS AGREEMENTS TO PROVIDE ADVISORY SERVICES TO CLIENTS OF ENTITIES EITHER AS SUB-ADVSER OR AS A MODEL MANAGER.

Client types

TypeClientsAUM
Individuals487$111.2M
High net worth individuals71$198.8M

States served

IL, IN, KY, OH, TX, FL

All web addresses on file

Official SEC filing: View on IAPD