This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-28-2010
- Office Locations
- 2
Office Locations
About Kestrel Wealth Management, LLC
Kestrel Wealth is an independent, fiduciary RIA serving financially established families who value long-term, trust-based advice. The firm manages portfolios primarily with individual stocks and bonds, emphasizing wealth protection, cash flow, and after-fee/tax/inflation returns through rigorous fundamental research on high-quality companies. They coordinate retirement, tax, and estate planning with clients’ CPAs and attorneys, and custody/trade through Fidelity Investments.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERIC FRANK KOSELAK
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #2439448
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Ryan Allan Koselak
--
- CRD
- #7970758
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,906,000 | $672,458 |
| Non-Discretionary | $0 | -- |
| Total | $143,906,000 | $672,458 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing