Kendall Capital Management
Categories
Financial Planning Services
- 2000 Tower Oaks Blvd Suite 240 Rockville MD 20852
- (301) 838-9110
- 877-260-7935
- 301-838-9113
- Send Email
- Visit Website
Hours:
Monday through Friday 9am-5pm
Driving Directions:
600 Jefferson Plaza (aka the ''Eagle Building'' marked by the large bronze Eagle statue)
Suite 410, Rockville, MD 20852
About Us
Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management advice to individuals and families with more than $500,000 of investable assets in the Washington D.C. metropolitan area. Middle-Class Millionaires® are more common than you may realize. While you may not consider yourself a millionaire, you may have accumulated these assets through disciplined saving and investing, a timely inheritance or a combination of all three.
Kendall Capital was founded by Clark Kendall in 2005. Clark Kendall holds CFA, AEP®, and CFP® certifications and is the author of Middle-Class Millionaire: Surprisingly Simple Strategies to Grow and Enjoy Your Wealth.
When you are a client with Kendall Capital, you have access to some of the brightest minds and best people in the business. We are different in that we are a fee-only, fiduciary financial advisor firm. You pay for our expert advice and counsel and in turn we do not receive commissions from anyone for recommending specific investments. We sit on the same side of the table with you in order to serve your best interests.
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Rep/Contact Info
Mr. Brian Mattox
Chief Investment Officer, Vice President
- Phone: (301) 838-9110
- Fax: 301-838-9113
- Send an Email
Ms. Carol Petrov
Vice President & Senior Relationship Manager
- Phone: (301) 838-9110
- Fax: 301-838-9113
- Send an Email
Mr. Jason Tkach
Portfolio Manager, Assistant Vice President
- Phone: (301) 838-9110
- Fax: 301-838-9113
- Send an Email