Kestra Advisory Services is an investment advisor in Austin with $41.80 bn assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
352552359
SEC advisor number
801-56126
FINRA CRD number
283330
AUM ?
$48.32 bn
(as of 28 Mar 24)
Accounts
140,425
(as of 28 Mar 24)
Employees
1,266
(1266 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
29 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
28 Jul 22