Overview
Assets Under Management: $134 million
Headquarters: SOUTH BEND, IN
High-Net-Worth Clients: 26
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.00
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 202
Discretionary Accounts: 202
Regulatory Filings
CRD Number: 153503
Last Filing Date: 2025-01-24 00:00:00
Website: https://kestrelwealth.com