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Building 2CONDON WEALTH MANAGEMENT, INC.

Map pinPLYMOUTH, MA
Phone508-746-7763
NotebookSEC #801-136611
Total AUM
$122.1M
Employees
4
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 CASWELL LANE
PLYMOUTH
MA 02360
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
508-746-7763

ReceiptFinancials

Total AUM
$122.1M
Accounts
494
Discretionary
$112.8M
Accounts
442
Non-Discretionary
$9.3M
Accounts
52

ContactClients

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Individual Clients
155
AUM
$38.1M
HNW Individual Clients
73
AUM
$83M
Charitable Organization Clients
1
AUM
$563.2K
Corporation or Business Clients
1
AUM
$441K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
$100 MINIMUM ANNUAL ACCOUNT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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