Condon Wealth Management, Inc.
Condon Wealth Management, Inc. (CRD# 128409) is a financial advisory firm headquartered in Plymouth, MA. They manage $90,006,868 in 447 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Condon Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management90MILLION
-
Total Number of Accounts447ACCOUNTS
-
Average Account Value$201,358
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA
Financial Advisors at Condon Wealth Management, Inc.
1
Sean Condon (CRD# 4633520) is an Investment Advisor Representative working at Condon Wealth Management, Inc. in Plymouth, MA and has over 21 years of experience in the finance industry.
2
Thomas Condon (CRD# 3232970) is an Investment Advisor Representative working at Condon Wealth Management, Inc. in Plymouth, MA and has over 24 years of experience in the finance industry.
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