Kestra Invesment Services

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

211

Total plan assets

$28.4M

Filings (rows)

Direct comp

$128K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Wolf-Gordon, Inc. Wolf-Gordon, Inc. Profit Sharing Plan · all filings	NEW YORK, NY	Advisor / Consultant	107	$15.8M	$63K	$0
Wolf-Gordon, Inc. Wolf-Gordon, Inc. Profit Sharing Plan · all filings	NEW YORK, NY	Advisor / Consultant	104	$12.6M	$64K	$0