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KESTREL WEALTH MANAGEMENT, LLC

Tel: (574) 233-2200
201 S. Main Street
Suite 503
South Bend, Indiana  46601

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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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