Conrad Capital Management, Inc.

Conrad Capital Management, Inc. (CRD# 113648) is a financial advisory firm headquartered in Hauppauge, NY. They manage $85,825,973 in 644 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    644
    ACCOUNTS
  • Average Account Value
    $133,270
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Conrad Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Donald E. Conrad
CRD#: 732579
1300 Veterans Memorial Hwy, Suite 230, Hauppauge, NY 11788

Donald Conrad (CRD# 732579) is an Investment Advisor Representative working at Conrad Capital Management, Inc. in Hauppauge, NY and has over 40 years of experience in the finance industry.

2
Chao Yang
CRD#: 6379190
1300 Veterans Memorial Hwy, Suite 230, Hauppauge, NY 11788

Chao Yang (CRD# 6379190) is an Investment Advisor Representative working at Conrad Capital Management, Inc. in Hauppauge, NY and has 1 year of experience in the finance industry.

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