Mark
Sindrich

Kestra Advisory Services, LLC

CRD#1097529
Investment Advisor
in Denver, CO
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About this Advisor

Mark Sindrich is a certified financial planner based in Denver, Colorado. Currently an investment advisor with Kestra Advisory Services, LLC, they have accumulated a notable 38 years of work experience as a financial advisor. Sindrich maintains a Series 63 license, designating them as a securities representative. Sindrich can serve customers in Colorado. Sindrich has gained experience at Sindrich & Assoc, Partners Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is located in Denver, Colorado, and has 513 additional offices in the country. Overall, Kestra Advisory Services, LLC manages $20 billion in assets across 75,277 client accounts and retains more than 1,231 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 53,194 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 12% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Kestra Advisory Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

38 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

1490 S. Pearl
Denver, CO 80210

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

CO Average: $3,042,739,679
Total Number of Employees

1,291

CO Average: 49
Total Number of Accounts

81,360

CO Average: 2,315
Average Account Size

$267,280

CO Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Mark Sindrich Work History

Mark has 38 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

1980 - Present (39 years)

Sindrich & Assoc

1999 - 2016 (17 years)

Partners Securities, Inc

Disclosures

Mark Sindrich has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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