Kestrel Wealth Management, LLC

Kestrel Wealth Management, LLC (CRD# 153503) is a financial advisory firm headquartered in South Bend, IN. They manage $69,299,100 in 103 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $672,807
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
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.

IN

Financial Advisors at Kestrel Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eric F. Koselak
CRD#: 2439448
105 E. Jefferson Blvd., Suite 224, South Bend, IN 46601
93
Wealthminder
score

Eric Koselak (CRD# 2439448) is an Investment Advisor Representative working at Kestrel Wealth Management, LLC in South Bend, IN and has over 22 years of experience in the finance industry.

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