Kestra Investments 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

321

Total plan assets

$6.8M

Filings (rows)

Direct comp

Indirect comp

$16K

Showing only "KESTRA INVESTMENTS SERVICES"

View all 2 variants aggregated →

KESTRA INVESTMENTS2 KESTRA INVESTMENTS SERVICES1

SERVICES PROVIDED

Broker1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Whitney Center, Inc. Whitney Center, Inc. Comprehensive Retirement Plan · all filings	HAMDEN, CT	Broker	321	$6.8M	$0	$16K