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).
Current Firm Details
Conrad Capital Management, Inc.
By the Numbers
-
Total Assets Under Management86MILLION
-
Total Number of Accounts644ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, NY
Financial Advisors at Conrad Capital Management, Inc.
1
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) 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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