Kestra Institutional Services, LLC
● SEC registered since 2009CRD 151790SEC# 801-70743Austin, TX
Reg. AUM
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Employees
10
Accounts
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Location
Austin, TX
Kestra Institutional Services, LLC assets under management
Kestra Institutional Services, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2009. It employs 10 people.
Kestra Institutional Services, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Diane Xavier Control | Evp, Client Experience Officer | Under 5% | 2025 |
| Jean-Luc Dupont | Head Of Cybersecurity And Technology Risk | Under 5% | 2023 |
| Jeremy Scott Carr Control | Evp, General Counsel | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Kestra Institutional Services, LLC have?
Kestra Institutional Services, LLC reports 10 employees.
Where is Kestra Institutional Services, LLC located?
Kestra Institutional Services, LLC is based in Austin, TX and has been SEC-registered since 2009.
Does Kestra Institutional Services, LLC disclose fund performance?
Kestra Institutional Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5707 Southwest Parkway, Bldg 2, Suite 400, Austin, TX 78735 |
| Phone | 844-553-7872 |
| Office hours | 8 a.m. To 5 p.m. Cst |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 40%
More than 60% of 16,825 advisers