Kestra Advisory

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

1,730

Total plan assets

$334.7M

Filings (rows)

Direct comp

$72K

Indirect comp

$40K

Showing only "KESTRA ADVISORY"

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 / Consultant2

Other service providers2

TPA / Administrator1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Fanuc America Corporation Fanuc Robotics America Retirement Plan · all filings	ROCHESTER HILLS, MI	Other service providers	312	$293.6M	$7K	$0
Intl Assoc. of Chiefs of Police IACP 403(b) Retirement Plan · all filings	ALEXANDRIA, VA	TPA / Administrator	135	$21.6M	$41K	$0
National Childrens Center, Inc. National Children's Center, Inc. 403(b) Retirement Savings Plan · all filings	SILVER SPRING, MD	Advisor / Consultant	863	$12.3M	$0	$31K
Family Dealership Group, LLC Family Dealership Group Employee Savings Plan · all filings	BURLESON, TX	Other service providers	253	$5.3M	$24K	$0
Communities in Schools of Jacksonville, Inc. Communities in Schools of Jacksonville, Inc. Tax Deferred Annuity Plan · all filings	JACKSONVILLE, FL	Advisor / Consultant	167	$1.9M	$0	$9K