Kittredge
Griffin

Kestra Advisory Services, LLC

CRD#1144522
Investment Advisor
in Austin, TX

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About this Advisor

Kittredge Griffin is a financial advisor operating out of Austin, Texas who has 5 years of relevant experience. Griffin is an employee of Kestra Advisory Services, LLC. Griffin has gained experience at Griffin Financial Group, Sii Investments, Kestra Investment Services and Kestra Advisory Services LLC. Griffin has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Kestra Advisory Services, LLC is a registered investment firm that has its headquarters in Austin, TX. The company has offices in 544 locations and a total of 1,311 financial advisors. It controls $42 billion in assets under management across its 140,407 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 132 charitable organizations. Of its 140,407 client accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Kestra Advisory Services, LLC performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually depend on which service is provided. However, fees billed by Kestra Advisory Services, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

Office Location

614 Capital Of Texas Highway
Austin, TX 78746

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

TX Average: 49
Total Number of Accounts

140,407

TX Average: 2,315
Average Account Size

$297,671

TX Average: $1,314,358

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

Kittredge Griffin Work History

Kittredge has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Kestra Investment Services

2018 - Present (6 years)

Kestra Advisory Services LLC

1989 - Present (35 years)

Griffin Financial Group

2012 - 2018 (6 years)

Sii Investments

*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 Kittredge Griffin 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 Advisory Services, LLC

Clinton Miller
Canton, OH
Nicole Simon
Austin, TX
Adam Murray
Lutherville Timonium, MD
Michael Csedrik
Paramus, NJ
Jacob Rinvelt
Grand Rapids, MI
Stanton Wheeler
Saint Augustine, FL
Holly Lovell
Cushing, TX
Jacob Kogler
Saint Paul, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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