Overview
Assets Under Management: $520 million
Headquarters: ROCKVILLE, MD
High-Net-Worth Clients: 185
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 185
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,440
Discretionary Accounts: 1,440
Regulatory Filings
CRD Number: 134740
Last Filing Date: 2024-03-28 00:00:00
Website: https://kendallcapital.com