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Building 2CONRAD CAPITAL MANAGEMENT, INC.

Map pinHAUPPAUGE, NY
Phone631-439-7878
NotebookSEC #801-60622
Total AUM
$90.7M
Employees
3
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 VETERANS MEMORIAL HWY
SUITE 230
HAUPPAUGE
NY 11788
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
631-439-7878

ReceiptFinancials

Total AUM
$90.7M
Accounts
502
Discretionary
$75.3M
Accounts
359
Non-Discretionary
$15.4M
Accounts
143

ContactClients

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Individual Clients
112
AUM
$38.9M
HNW Individual Clients
20
AUM
$51.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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