Kestra Advisory Services %NFP

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

2,792

Total plan assets

$72.9M

Filings (rows)

Direct comp

$35K

Indirect comp

Showing only "KESTRA ADVISORY SERVICES %NFP"

View all 16 variants aggregated →

KESTRA ADVISORY SERVICES1,925 KESTRA ADVISORY SVCS9 KESTRA ADVISORY SERVICE7 KESTRA ADVISORY6 KESTRA ADVISORY SERVICES FBO3 KESTRA ADVISORY SVC3 KESTRA ADVISORY SERVICES REP CODE B2

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CATO Corporation The CATO Corporation 401(k)/Profit Sharing Plan · all filings	CHARLOTTE, NC	Advisor / Consultant	2,792	$72.9M	$35K	$0