KENDALL CAPITAL MANAGEMENT

2000 Tower Oaks Boulevard
Suite 240
Rockville, Maryland 20852
Tel: 301-838-9110

About KENDALL CAPITAL MANAGEMENT

KENDALL CAPITAL MANAGEMENT, formally registered with the SEC as KENDALL CAPITAL MANAGEMENT. The firm was established in 10/04/2013. They have over 1 offices throughout the country.

KENDALL CAPITAL MANAGEMENT is a Rockville, Maryland based Financial Planning firm with nearly $519,787,468 assets under management, offering retirement planning & investment advisory services to 1440 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134740
SEC#	801-78634
Assets Managed by Firm	$519,787,468
No. of Clients	1440
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1440	$519,787,468
Individuals (other than high net worth individuals)	150	$73,861,650
High net worth individuals	166	$442,253,609
Pension and profit sharing plans	Fewer than 5 clients	$1,465,973
Charitable organizations	Fewer than 5 clients	$2,206,236

More Retirement Planning firms in Rockville, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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