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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-2001
- Office Locations
- 1
Office Locations
About Kendall Wealth LLC
Kendall Wealth LLC is an independent, woman-owned RIA and fiduciary serving individuals and families with holistic planning and investment management, including tax strategies, retirement planning, estate design, and charitable giving. The firm emphasizes long-term advisor relationships and often works with clients transitioning from large providers like Vanguard or Fidelity; custody relationships include Charles Schwab.
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Owner & Executives
ANNA MARIA ECKERT BYRNE
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #4432877
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,049,915 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,049,915 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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