Justin
Wunder
Kendall Capital Management
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About this Advisor
Justin Wunder is a financial advisor based in Rockville, Maryland, working with Kendall Capital Management. Justin has previously held positions at Kendall Capital Management, Clever Profits, Mcdaniel College, Century High School, and Oklahoma Road Middle School. Justin has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Justin is part of Kendall Capital Management, which operates out of Rockville, Maryland. The firm has 9 employees and manages assets totaling $519.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Kendall Capital Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kendall Capital Management Brokerage Details
$519,787,468
9
1,440
$360,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Justin Wunder Work History
Kendall Capital Management
Clever Profits
Mcdaniel College
Century High School
Oklahoma Road Middle School
Disclosures
Please visit the SEC profile of Justin Wunder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kendall Capital Management
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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