Kendall Capital

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

600 Jefferson Plz Ste 410, Rockville, Ma...

Phone Number

(301) 838-9110

Revenue

<$5 Million

Industry

Finance Securities Trading

About Kendall Capital

Kendall Capital is an investment management firm based in Montgomery County, Maryland, specializing in fee-only fiduciary financial planning and wealth management for middle-class millionaires with assets exceeding $500,000. The firm serves clients primarily in the Maryland, Washington, DC, and Virginia areas, offering personalized advice without commissions or product sales. Their experienced team focuses on goals-based portfolio management and collaborates with clients to navigate financial complexities, ensuring tailored strategies for retirement, tax planning, and estate management. Kendall Capital is committed to providing high-quality, ongoing support to help clients achieve their financial aspirations.Explore more
Kendall Capital's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Kendall Capital Org Chart

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Clark Kendall, President at Kendall Capital
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kendall Capital

<$5M
1-10
Private
<$5M
2005
Clark Kendall, President at Kendall Capital
Clark KendallPresident
<$5M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1998
Jim Elder, Chief Financial Officer at Elderado Financial
Jim ElderChief Financial Officer
<$5M
1-10
Private
-
2017
JM
Jennifer MyersPresident & Owner
<$5M
1-10
Private
-
2001
N/A
<$5M
1-10
Private
<$5M
2011
KB
Keith BolandAdvising Operations Associate
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Kendall Capital Tech Stack

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Frequently Asked Questions Regarding Kendall Capital

What is Kendall Capital's official website?
Kendall Capital's official website is www.kendallcapital.com
What is Kendall Capital's Revenue?
Kendall Capital's revenue is <$5 Million
What is Kendall Capital's SIC code?
Kendall Capital's SIC: 62,628
What is Kendall Capital's NAICS code?
Kendall Capital's NAICS: 52,523
How many employees does Kendall Capital have?
Kendall Capital has 1-10 employees
What industry does Kendall Capital belong to?
Kendall Capital is in the industry of: Finance, Securities Trading
What is Kendall Capital competition?
Kendall Capital top competitors include: Elderado Financial, SageVest Wealth Management, Pillar Wealth Management, Grecu Capital Management
What technology does Kendall Capital use?
Some of the popular technologies that Kendall Capital uses are: WordPress.org, PHP, Proofpoint, Eploy
How do I contact Kendall Capital?
Kendall Capital contact info: Phone number: (301) 838-9110 Website: www.kendallcapital.com
What does Kendall Capital do?

Kendall Capital is an investment management firm based in Montgomery County, Maryland, specializing in fee-only fiduciary financial planning and wealth management for middle-class millionaires with assets exceeding $500,000. The firm serves clients primarily in the Maryland, Washington, DC, and Virginia areas, offering personalized advice without c... ommissions or product sales. Their experienced team focuses on goals-based portfolio management and collaborates with clients to navigate financial complexities, ensuring tailored strategies for retirement, tax planning, and estate management. Kendall Capital is committed to providing high-quality, ongoing support to help clients achieve their financial aspirations.Read More

What are Kendall Capital social media links?
Kendall Capital Linkedin page Kendall Capital Twitter page Kendall Capital Facebook page
Is Kendall Capital a public company?
Kendall Capital is private company therefore does not currently have an official ticker symbol
See more information about Kendall Capital

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