Kestra Advisory Services

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

6345 Balboa Blvd Ste 290, Encino, Califo...

Phone Number

(818) 609-7575

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1

About Kestra Advisory Services

FMS Financial Partners, led by Edward A. Rusowicz, CFP®, specializes in financial planning and wealth management services. The firm caters to the investment and financial planning needs of individuals and businesses in Orange and Los Angeles counties. They offer a range of services including investment advice, insurance, and wealth management strategies. FMS Financial Partners is affiliated with Kestra Investment Services and Kestra Advisory Services, ensuring a comprehensive approach to financial planning.Explore more
Popular SearchesKestra Advisory Services LLCBroadridge Financial Solutions IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kestra Advisory Services

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
2022
Michael Sharber, Manager Partner, Wealth Advisor at Polaris Private Wealth
Michael SharberManager Partner, Wealth Advisor
<$5M
1-10
Private
-
-
AB
Adam BosiljevacFixed Insurance Services Provider
<$5M
1-10
Private
-
2016
MW
Michael WarnerFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kestra Advisory Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kestra Advisory Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kestra Advisory Services.

Kestra Advisory Services Tech Stack

A closer look at the technologies used by Kestra Advisory Services

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Frequently Asked Questions Regarding Kestra Advisory Services

What is Kestra Advisory Services's official website?
Kestra Advisory Services's official website is www.ruso-financial.com
What is Kestra Advisory Services's Revenue?
Kestra Advisory Services's revenue is <$5 Million
What is Kestra Advisory Services's SIC code?
Kestra Advisory Services's SIC: 62,628
What is Kestra Advisory Services's NAICS code?
Kestra Advisory Services's NAICS: 52,523
How many employees does Kestra Advisory Services have?
Kestra Advisory Services has 1-10 employees
What industry does Kestra Advisory Services belong to?
Kestra Advisory Services is in the industry of: Finance, Securities Trading
What is Kestra Advisory Services competition?
Kestra Advisory Services top competitors include: Avantax Wealth Management, Pinnacle Wealth Management, Yeomans Consulting Group, Polaris Private Wealth
What technology does Kestra Advisory Services use?
Some of the popular technologies that Kestra Advisory Services uses are: Cloudflare Website Optimization, Bitly, Google Font API, Neustar UltraDNS
How do I contact Kestra Advisory Services?
Kestra Advisory Services contact info: Phone number: (818) 609-7575 Website: www.ruso-financial.com
What does Kestra Advisory Services do?

FMS Financial Partners, led by Edward A. Rusowicz, CFP®, specializes in financial planning and wealth management services. The firm caters to the investment and financial planning needs of individuals and businesses in Orange and Los Angeles counties. They offer a range of services including investment advice, insurance, and wealth management strat... egies. FMS Financial Partners is affiliated with Kestra Investment Services and Kestra Advisory Services, ensuring a comprehensive approach to financial planning.Read More

Is Kestra Advisory Services a public company?
Kestra Advisory Services is private company therefore does not currently have an official ticker symbol
See more information about Kestra Advisory Services

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