Kestrel Investment Management Corp

Kestrel Investment Management Corp (CRD# 106789) is a financial advisory firm headquartered in San Mateo, CA. They manage $289,476,787 in 31 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    289
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $9,337,961
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, PA

Financial Advisors at Kestrel Investment Management Corp
Showing 1 - 1 of 1 top financial advisors.
1
Abbott J. Keller
CRD#: 2825513
411 Borel Avenue, Suite 403, San Mateo, CA 94402
96
Wealthminder
score

Abbott Keller (CRD# 2825513) is an Investment Advisor Representative working at Kestrel Investment Management Corp in San Mateo, CA and has over 20 years of experience in the finance industry.

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