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).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IN, MI

Financial Advisors at Kestrel Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eric F. Koselak
CRD#: 2439448
201 S. Main Street, Suite 503, South Bend, IN 46601

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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