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KESTREL WEALTH MANAGEMENT, LLC
Tel: (574) 233-2200
201 S. Main Street Suite 503
South Bend, Indiana 46601
KESTREL WEALTH MANAGEMENT, LLC
KESTREL WEALTH MANAGEMENT, LLC is a South Bend, Indiana based financial advisory firm with nearly $134,165,706 in assets under management and provides investment advisory services for 202 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM
Firm CRD#:
153503
SEC#:
801-123414
No. of Clients:
202
Assets under Management
$134,165,706
No. of Advisors:
2
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