Abbott
Keller
Kestrel Investment Management Corp
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About this Advisor
Abbott Keller is a chartered financial analyst operating out of San Mateo, California with a total of 26 years of relevant experience. Keller is an employee of Kestrel Investment Management Corp. They have spent their complete career at Kestrel Investment Management Corp. Keller maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in California. Kestrel Investment Management Corp is an advisory firm based in San Mateo, CA. It controls $178 million in assets under management among its 10 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 10 client accounts, 70% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors are based on which service is offered. Fee types charged by Kestrel Investment Management Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestrel Investment Management Corp Brokerage Details
$177,954,505
9
10
$17,795,450
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Abbott Keller Work History
Abbott has been registered as a financial advisor for 26 years.*
Kestrel Investment Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Abbott Keller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestrel Investment Management Corp
San Mateo, CA
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