Kestra Advisory Services FBO

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

1,393

Total plan assets

$175.1M

Filings (rows)

Direct comp

$75K

Indirect comp

Showing only "KESTRA ADVISORY SERVICES FBO"

View all 16 variants aggregated →

KESTRA ADVISORY SERVICES1,870 KESTRA ADVISORY SVCS9 KESTRA ADVISORY SERVICE7 KESTRA ADVISORY5 KESTRA ADVISORY SERVICES FBO3 KESTRA ADVISORY SVC3 KESTRA ADVISORY SERVICES REP CODE B2

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
System Studies & Simulation, Inc. System Studies & Simulation, Inc. 401(k) and Profit Sharing/Retirement Plan · all filings	HUNTSVILLE, AL	Advisor / Consultant	708	$62.4M	$23K	$0
System Studies & Simulation, Inc. System Studies & Simulation, Inc. 401(k) and Profit Sharing/Retirement Plan · all filings	HUNTSVILLE, AL	Advisor / Consultant	481	$59.3M	$30K	$0
System Studies & Simulation, Inc. System Studies & Simulation, Inc. 401(k) and Profit Sharing/Retirement Plan · all filings	HUNTSVILLE, AL	Advisor / Consultant	204	$53.4M	$23K	$0