AdvisorOS Directory
Claim Profile
Unclaimed Profile
BK

Bradley Palmer Kendall

TASSEL CAPITAL MANAGEMENT, INC.·MATTHEWS, North Carolina
Clean recordTASSEL 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bradley Palmer Kendall is a registered financial advisor based in MATTHEWS, North Carolina, affiliated with TASSEL CAPITAL MANAGEMENT, INC.. 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
Introduction

Speak with Bradley

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bradley is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
TASSEL CAPITAL MANAGEMENT, INC.
TASSEL CAPITAL MANAGEMENT, INC
AUM
$183M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TASSEL CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7166341
Firm CRD# 121112
View on FINRA BrokerCheck →

Looking for a financial advisor in MATTHEWS?

Browse all registered financial advisors in MATTHEWS, North Carolina or claim this profile if it's yours.

Browse MATTHEWS AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TASSEL CAPITAL MANAGEMENT, INC.

Carlton Whitman
MATTHEWS, NC
William Boroughs Ertel
MATTHEWS, NC

More Advisors in MATTHEWS, North Carolina

Timothy Paul Burns
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.·MATTHEWS, NC
Carol Leonard
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.·MATTHEWS, NC
Evan Gillespie Stratton
SAPERE WEALTH MANAGEMENT, LLC·MATTHEWS, NC
Howard Joseph Leonard
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.·MATTHEWS, NC
Mark Andrew Long
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.·MATTHEWS, NC
Matthew William Spear
SAPERE WEALTH MANAGEMENT, LLC·MATTHEWS, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile