PPrivate Fund Data Log in Join · $37/mo

Eric Frank Koselak

Managing Member/Chief Compliance OfficerKestrel Wealth Management, LLCCRD 2439448

About Eric Frank Koselak

Eric Frank Koselak is listed as Managing Member/Chief Compliance Officer at Kestrel Wealth Management, LLC in South Bend, IN. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Kestrel Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Eric Frank Koselak work?

Eric Frank Koselak is listed as Managing Member/Chief Compliance Officer at Kestrel Wealth Management, LLC on SEC Form ADV.

How much of Kestrel Wealth Management, LLC does Eric Frank Koselak own?

Form ADV reports a beneficial ownership band of Over 75%.

Kestrel Wealth Management, LLC

TitleManaging Member/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2010