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
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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