Financial Planner · Tassel Capital Management, Inc
Bradley P. Kendall
CRD 7166341 · Named on Form ADV at one SEC-registered adviser
At a glance
Tassel Capital Management, Inc, an SEC-registered wealth manager based in Matthews, NC with $266 million in regulatory assets, lists Bradley P. Kendall on its Form ADV as Financial Planner.
Firms and roles
- Tassel Capital Management, IncFinancial PlannerWealth manager · Matthews, NC · $266M in regulatory assets
AtlasMembers
Bradley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- William B. ErtelPresident and Chief Compliance Officer, Tassel Capital Management, Inc
- Carlton WhitmanFinancial Planner, Tassel Capital Management, Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bradley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.