Kkestra Investment 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

2,566

Total plan assets

$113.3M

Filings (rows)

Direct comp

Indirect comp

$101K

SERVICES PROVIDED

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
OBHG Management Services, LLC OBHG 401(k) Plan · all filings	GREENVILLE, SC	Broker	2,566	$113.3M	$0	$101K