Falists
← Back to search

KESTRA INSTITUTIONAL SERVICES, LLC

CRD 151790 · SEC 801-70743

5707 SOUTHWEST PARKWAY, BLDG 2, SUITE 400, AUSTIN, TX, 78735, United States

Phone

844-553-7872

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

Discretionary AUM

Team

10 total employees; 10 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-08

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINVESTMENT ADVICE TO OTHER REGISTERED INVESTMENT ADVISERS

States served

TX

Official SEC filing: View on IAPD