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Building 2KENDALL CAPITAL MANAGEMENT

Map pinROCKVILLE, MD
Phone301-838-9110
NotebookSEC #801-78634
Total AUM
$743.9M
Employees
12
Clients
354

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 TOWER OAKS BOULEVARD
SUITE 240
ROCKVILLE
MD 20852
United States
Operating Hours
9:00 A.M.- 5:00 P.M.
Monday - Friday
Phone
301-838-9110
Other Offices
1

ReceiptFinancials

Total AUM
$743.9M
Accounts
1,555
Discretionary
$743.9M
Accounts
1,555
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
126
AUM
$62.8M
HNW Individual Clients
226
AUM
$676.4M
Pension/Profit Sharing Plan Clients
1
AUM
$896.8K
Charitable Organization Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCDEFLMDNCNHNJSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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