Kestrel Wealth Management, LLC
Kestrel Wealth Management, LLC (CRD# 153503) is a financial advisory firm headquartered in South Bend, IN. They manage $82,015,000 in 143 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management82MILLION
Total Number of Accounts143ACCOUNTS
Average Account Value$573,531
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Eric Koselak (CRD# 2439448) is an Investment Advisor Representative working at Kestrel Wealth Management, LLC in South Bend, IN and has over 26 years of experience in the finance industry.