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 SERVICES1,856 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

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
LERNER CORPORATION LERNER CORPORATION 401(K) PLAN	ROCKVILLE, MD	Advisor / Consultant	331	$35.5M	$50K	$0
UNITED WAY WORLDWIDE PENSION PLAN OF UNITED WAY WORLDWIDE	ALEXANDRIA, VA	Advisor / Consultant