Kendall Capital Management

Kendall Capital Management

Financial Services 2000 Tower Oaks Blvd 10 employees
Employees
10
Contacts
3
Emails
3
Phones
1

Kendall Capital Management Overview

Headquarters
2000 Tower Oaks Blvd
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
10
Founded
2005
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Kendall Capital Management

Kendall Capital is a fee-only firm built on the single guiding principle that hardworking and financially prudent people deserve the same exceptional financial advice as ultra high-net-worth individuals. As personal fiduciaries, we sit on the same side of the table with our clients serving their best interests. We don’t receive commissions for recommending products or specific investments. We just focus on empowering clients with tailored financial guidance, customized planning, and unwavering support. It’s an approach that enables clients to enjoy life on their own terms. Working with Kendall Capital, they discover how it feels to live like a Middle-Class Millionaires®.

Kendall Capital Management Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Kendall Capital Management Org Chart

Sample employees and titles
Name Title Contact
Jason Tkach, Cfa Portfolio Manager, Vice President
Email
Liza Talisman, Ms Client Service Associate at Kendall
View
Carol Petrov, Cfp®, Cpwa® Fee-only Fiduciary Financial Advisor
Email
Clark Kendall, Cfp®, Cfa, Aep® President and Founder of Kendall
Email Phone

Employees by Management Level

Associate / junior 3 profiles
Executive 2 profiles
Individual contributor 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 1
Finance 1 1 0
Sales 1 1 0

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