Kestrel Wealth Management, LLC
Kestrel Wealth Management, LLC (CRD# 153503) is a financial advisory firm headquartered in South Bend, IN. They manage $127,826,000 in 197 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Kestrel Wealth Management, LLC
By the Numbers
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Total Assets Under Management128MILLION
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Total Number of Accounts197ACCOUNTS
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Average Account Value$648,863
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN, MI
Financial Advisors at Kestrel Wealth Management, LLC
1
Eric Koselak (CRD# 2439448) is an Investment Advisor Representative working at Kestrel Wealth Management, LLC in South Bend, IN and has over 30 years of experience in the finance industry.
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