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Clark Alan Kendall

KENDALL CAPITAL MANAGEMENT·ROCKVILLE, Maryland
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2000 TOWER OAKS BOULEVARD, ROCKVILLE, MD 20852CRD# 1144480Firm CRD# 134740
01

About

Clark Alan Kendall is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with KENDALL CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KENDALL CAPITAL MANAGEMENT
KENDALL CAPITAL MANAGEMENT
AUM
$520M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1144480
Firm CRD# 134740
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Clark Alan Kendall offer?
Clark Alan Kendall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Clark Alan Kendall's credentials?
Clark Alan Kendall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clark Alan Kendall located?
Clark Alan Kendall is based in ROCKVILLE, Maryland, working with KENDALL CAPITAL MANAGEMENT. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Clark Alan Kendall charge for services?
Clark Alan Kendall's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KENDALL CAPITAL MANAGEMENT?
KENDALL CAPITAL MANAGEMENT has approximately 9 employees and manages $520M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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