Kendall Capital Management

Financial Advisors Serving Middle-Class Millionaires®

General Information
Company Name
Kendall Capital Management
Founded Year
2005
Location (Offices)
Rockville, United States +1
Founders / Decision Makers
Number of Employees
10
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Kendall Capital Management - Company Profile

Kendall Capital Management is a fee-only financial advisory firm founded in 2005. Their slogan, "Financial Advisors Serving Middle-Class Millionaires®," reflects their commitment to providing exceptional financial advice to hardworking individuals. The firm operates with a fiduciary duty, ensuring that they always act in the best interest of their clients. They do not receive commissions for recommending products or specific investments, focusing instead on empowering clients with tailored financial guidance, customized planning, and unwavering support. Kendall Capital's approach allows clients to enjoy life on their own terms while discovering how it feels to live like a Middle-Class Millionaires®. The company operates in the Financial Services and Wealth Management industries, targeting the middle class with a focus on providing top-tier financial services typically associated with ultra high-net-worth individuals. Currently, there is no publicly available information regarding the company's headquarters, last investment, or last investment investors.

Taxonomy: Financial Advisors, Fee-only firm, Fiduciary, Investment Management, Wealth Management, Financial Planning, Middle-Class Millionaires, AEP and CFP firm, Tailored financial guidance, Customized planning, Client empowerment, Unwavering support, Personal fiduciaries, CFA Work, Client-centric approach

Funding Rounds & Investors of Kendall Capital Management (0)

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There is no investment information

Latest News of Kendall Capital Management

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No recent news or press coverage available for Kendall Capital Management.

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