Meltzer Group - 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

Total plan assets

$39.0M

Filings (rows)

Direct comp

$21K

Indirect comp

Showing only "MELTZER GROUP - KESTRA ADVISORY"

View all 4 variants aggregated →

MELTZER GROUP13 MELTZER GROUP NFP-MD8 MELTZER GROUP - KESTRA ADVISORS1 MELTZER GROUP - KESTRA ADVISORY1

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Tocqueville Management Corp. Tocqueville Management Corporation Tax Deferred Savings Plan · all filings	NEW YORK, NY	Other service providers	66	$39.0M	$21K	$0