KENDALL INVESTMENTS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
291345
Registered since
December 7, 2017

Firm profile

FINTRX

Overview

Kendall Investments, LLC is an SEC-registered limited liability company formed in 2017 and owned by an individual. The firm is categorized as unclassified in the snapshot data. It is not identified as a capital allocator, is not active on ESG integration, and is not registered as a multi-state adviser. The profile also notes that the firm is not a pension consultant, not a related adviser, and is not newly formed under the snapshot definitions.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • KENNETH LEHMAN

    Managing DirectorCRD 4329724

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
6 University Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth