Kendall Wealth LLC

Kendall Wealth LLC (CRD# 113901) is a financial advisory firm headquartered in Cambridge, MA. They manage $45,558,416 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10 Rogers Street, Suite 118, Cambridge, MA 02142
http://www.kendallwealth.com
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $624,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Kendall Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Anna Byrne, financial advisor Randolph MA
Anna M. Byrne
CRD#: 4432877
964 N. Main Street, Randolph, MA 02368

Anna Byrne (CRD# 4432877) is an Investment Advisor Representative working at Kendall Wealth LLC in Randolph, MA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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