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Zemin Zhu

Kendall Capital Management

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About Zemin Zhu

Zemin Zhu is an investment advisor representative at Kendall Capital Management in Rockville, Maryland. Zemin has been in the industry since August 2016 and has passed the Series 65 exam. Kendall Capital Management provides financial planning and investment management services to individuals, corporations, pension plans and charitable organizations. The firm's office is located at 2000 Tower Oaks Boulevard, Suite 240 in Rockville, Maryland.

Firm Information

Zemin Zhu is currently registered with Kendall Capital Management. Kendall Capital Management is an investment advisor based in Rockville, MD. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $519,787,468 in assets for 1,440 clients.
Kendall Capital Management

2000 TOWER OAKS BOULEVARD

ROCKVILLE, MD 20852

$519.79M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zemin Zhu’s Registration & Firm History

MD

02/25/2017 - Present

Kendall Capital Management (ROCKVILLE MD)

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Licenses & Designations

IA

Issued 02/25/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zemin Zhu.
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