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Bradley Palmer Kendall

TASSEL CAPITAL MANAGEMENT, INC.·MATTHEWS, North Carolina
SIE, Series 6TO, Series 7TO, Series 63, Series 65Clean record5 years registeredTASSEL CAPITAL MANAGEMENT, INC.
1220 MANN DRIVE, MATTHEWS, NC 28105CRD# 7166341Firm CRD# 121112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Palmer Kendall · MATTHEWS, NC
Registration
CRD #7166341 · TASSEL CAPITAL MANAGEMENT, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

TASSEL CAPITAL MANAGEMENT, INC
Nov 2020 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 7TO
Series 63
Series 65
Registration record
First registered · November 25, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TASSEL CAPITAL MANAGEMENT, INC.
CRD 121112 · SEC 801-120382
AUM
$183M
Regulatory assets under management
Employees
4
721 client accounts
Services offered by TASSEL CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TASSEL CAPITAL MANAGEMENT, INC. →
Introduction

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Frequently Asked Questions

What services does Bradley Palmer Kendall offer?
Bradley Palmer Kendall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MATTHEWS, North Carolina for a consultation.
What are Bradley Palmer Kendall's credentials?
Bradley Palmer Kendall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Palmer Kendall located?
Bradley Palmer Kendall is based in MATTHEWS, North Carolina, working with TASSEL CAPITAL MANAGEMENT, INC.. Their office serves clients in the MATTHEWS metropolitan area and surrounding communities.
How does Bradley Palmer Kendall charge for services?
Bradley Palmer Kendall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TASSEL CAPITAL MANAGEMENT, INC.?
TASSEL CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TASSEL CAPITAL MANAGEMENT, INC.

Carlton Whitman
MATTHEWS, NC
William Boroughs Ertel
MATTHEWS, NC

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