Derek
Schug
Kestra Investment Management, LLC
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About this Advisor
Derek Schug is a financial advisor based in Austin, Texas, working with Kestra Investment Management, LLC. Derek has previously held positions at Sandbox Holdings, Alphasimplex Group, LLC, and Kestra Investment Management, LLC. Derek has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Derek is part of Kestra Investment Management, LLC, which operates out of Austin, Texas. The firm has 14 employees and manages assets totaling $1.5 billion. The services offered by the firm include portfolio management for institutional clients and other services. The fee structure at Kestra Investment Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Kestra Investment Management, LLC Brokerage Details
$1,514,127,598
14
4,982
$303,920
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Other
Derek Schug Work History
Kestra Investment Management, LLC
Alphasimplex Group, LLC
Sandbox Holdings
Disclosures
Please visit the SEC profile of Derek Schug 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 Kestra Investment Management, LLC
Kirkland, WA
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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