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TASSEL CAPITAL MANAGEMENT, INC.
TASSEL CAPITAL MANAGEMENT, INC.
TASSEL CAPITAL MANAGEMENT, INC
MATTHEWS, North Carolina
·
3 registered advisors
·
CRD# 121112
SEC# 801-120382
1
704-814-6780
01
Firm Overview
AUM
$183M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TASSEL CAPITAL MANAGEMENT, INC.
3 registered advisors
Bradley Palmer Kendall
MATTHEWS, North Carolina
CRD# 7166341
Carlton Whitman
MATTHEWS, North Carolina
CRD# 6375955
William Boroughs Ertel
MATTHEWS, North Carolina
CRD# 3057870
05
Office Locations
MATTHEWS, North Carolina
3 advisors
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Data sourced from SEC Form ADV filings. TASSEL CAPITAL MANAGEMENT, INC. (CRD# 121112) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.