KingdomTrust Capital Management, Inc. 4800 Hampden Lane Category: Financial Planning Consultants
|
 |
More Contacts Of KingdomTrust Capital Management, Inc.
http://www.facebook.com/#!/pages/Bethesda-MD/KingdomTrust-Capital-Management-Inc/214519988843 (Facebook)
http://twitter.com/faith_finance (Twitter)
Company representatives
Phone: (301) 769-6919
About KingdomTrust Capital Management, Inc.
KingdomTrust Capital Management, Inc. is an independent wealth management and investment advisory firm.
KingdomTrust Capital Management, Inc. was founded in 2003 by Martin A. Smith as a Registered Investment Advisory firm. At KingdomTrust Capital Management, Inc., Our mission of meeting the needs of others is best accomplished by adhering to the highest fiduciary & industry standards, principles and practices.
As a fee-only investment advisory firm, KingdomTrust Capital Management, Inc. delivers customized investment advice, which we refer to as Structured Investing, retirement plan services, fiduciary consulting and wealth management solutions.
We're dedicated to doing what's right for you and are experienced in helping you make suitable investment decisions. Through the financial and retirement planning process, we strive to help our clients achieve their values, needs and goals.
Products and Services
- Investment Management
- Retirement Plan Services
- Fiduciary Consulting
Opening Hours
We are open for business Monday through Friday, between the hours of 8:0a.m. and 5:30p.m.
- SundayCLOSED
- Monday8:00 AM to 5:30 AM
- Tuesday8:00 AM to 5:30 AM
- Wednesday8:00 AM to 5:30 AM
- Thursday8:00 AM to 5:30 AM
- Friday8:00 AM to 5:30 AM
- Saturday10:00 AM to 2:00 PM
Business categories
- Financial Advisory Services
- Retirement Planning Services
Location Type
Headquarters
Revenue
$275,000 - $300,000
Employees
2 to 4
Years In Business
21
Brands
- Charles Schwab & Co.
- FOLIO Institutional
- Inc.
- Dimensional Fund Advisors (DFA)
- Fidelity Institutional Wealth Services
- MetLlife Investors
Additional information
Licenses Held: Series 7, 6, 63, 66, 9, 10, Life & Health. Professional Designations: Chartered Retirement Planning Counselor (CRPC), Accredited Investment Fiduciary Analyst (AIFA)
Rating
Browse U.S. states for Financial Planning Consultants
