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KESTRA INVESTMENT MANAGEMENT, LLC.
CRD 317711 · SEC 801-122889
5707 SOUTHWEST PARKWAY, BUILDING 2, STE 400, AUSTIN, TX, 78735, United States
Phone
844-553-7872
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.31B
Discretionary AUM
$4.31B
Team
17 total employees; 13 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Portfolio management (institutions)INVESTMENT ADVICE TO OTHER REGISTERED INVESTMENT ADVISORS AND TRUST COMPANIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Other investment advisers | 4 | $4.31B |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD