Kestra Advisory SVC

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

358

Total plan assets

$99.4M

Filings (rows)

Direct comp

$70K

Indirect comp

Showing only "KESTRA ADVISORY SVC"

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
Lerner Corporation Lerner Corporation 401(k) Plan · all filings	ROCKVILLE, MD	Advisor / Consultant	331	$35.5M	$50K	$0
United Way Worldwide Pension Plan of United Way Worldwide · all filings	ALEXANDRIA, VA	Advisor / Consultant	14	$32.3M	$10K	$0
United Way Worldwide Pension Plan of United Way Worldwide · all filings	ALEXANDRIA, VA	Advisor / Consultant	13	$31.5M	$10K	$0