KESTRA PRIVATE WEALTH 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
4
Active participants
22,165
Total plan assets
$16.9B
Filings (rows)
4
Direct comp
$135K
Indirect comp
$21
SERVICES PROVIDED
Advisor / Consultant4
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $20K |
| ALLAN INDUSTRIES, INC. ALLAN INDUSTRIES, INC. 401(K) PROFIT SHARING | ROCKAWAY, NJ | Advisor / Consultant INVESTMENT ADVISORY | 1,072 | $14.4M | $45K |
| ALLAN INDUSTRIES, INC. ALLAN INDUSTRIES, INC. 401(K) PROFIT SHARING | ROCKAWAY, NJ | Advisor / Consultant INVESTMENT ADVISORY | 1,533 | $12.1M | $35K |
| ALLAN INDUSTRIES, INC. ALLAN INDUSTRIES, INC. 401(K) PROFIT SHARING | ROCKAWAY, NJ | Advisor / Consultant INVESTMENT ADVISORY | 2,116 | $9.8M | $35K |