Kestra Investment Management Surpasses $5 Billion in Assets Under Management
Kestra Investment Management (KIM), the asset management arm of industry-leading wealth management platform Kestra Holdings, today announced it has reached $5 billion in assets under management (AUM), surpassing its internal goal one year ahead of schedule and 7 months after crossing the $4 billion AUM mark. The announcement coincides with the recognition of KIM President and Chief Investment Officer, Kara Murphy, as a finalist in the 2026 Wealth Management Industry Awards (Wealthies) in the Asset Managers – Thought Leader of the Year category.
Kestra Investment Management Reaches $2 Billion in Assets Under Management
Kestra Investment Management (KIM), a division of Kestra Holdings, an industry-leading wealth management platform provider, today announced it has reached $2 billion in assets under management (AUM), just eight months after surpassing $1 billion in AUM – a milestone reached within a year of the company’s inception.
Kestra Investment Management Celebrates $530 Million Under Management Following Successful First Year of Model Portfolio Series Launch
Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced that assets under management (AUM) reached approximately $530 million as of March 31, 20231, just one year after its first model portfolios were launched.
Kestra Investment Management Launches Four New Model Portfolios and Celebrates $150 Million in Assets Under Management
Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, today announced it has launched two new model portfolio series, broadening its range of investment solutions available for financial professionals and their clients.
Kestra Investment Management Deepens Value Proposition With The Launch Of Model Portfolios
Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, today announced the launch of its first two Model Portfolios Series.
