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Kestra Financial Increases AUM to $3.5 Billion through Strategic Partnerships
Dec 11, 2024•over 1 year ago
Contract Type
partnership
AustinFinancial ServicesFinance
Description
Kestra Financial announced a partnership with Coastline Wealth Management, which has finalized partial acquisitions of Myles Wealth Management and Stensland Financial Group. This strategic move has added approximately $300 million in assets, bringing Kestra Financial's total AUM to $3.5 billion.
Company Information
Company
Kestra Financial
Location
Austin, Texas, United States
About
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve.
Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly.
AustinFinancial ServicesFinance