Patrick Kendall is a registered investment advisor at Cws Investments, based in Denver, CO, with 24 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CWSI does not charge investment management fees to clients. They act as a solicitor for affiliated real estate funds.
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Patrick is involved in client relations for Ascentris, working with institutional real estate investors such as public pension plans. This activity takes nearly all of Patrick's time.
Employment History
Current Registrations
Cws Investments
Cws Investments
Cws InvestmentsBroker
Previous Registrations
Barings Securities LLCBroker
MML Investors Services, INC.Broker
Skb Real Estate Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.