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Conrad Capital Management

EST. AUM
$90,669,924

CONTACTS
2

CLIENT ACCOUNTS
502

Firm Details

Metro area New York City
CRD Number 113648
Website conradcapital.com
Client types

Overview

Conrad Capital Management (CCM) has operated as a Registered Investment Advisor (RIA) since 1998, providing investment counseling to families nationwide. As a professional advisory firm, CCM is registered with the Securities and Exchange Commission and adheres to the Investment Advisers Act of 1940, maintaining a fiduciary duty to prioritize clients' best interests. Founded by Donald E. Conrad, President and CEO, who brings over 38 years of experience in the financial services industry, CCM specializes in managing complex portfolios and addressing unique financial needs through customized investment strategies. The firm offers a diverse range of products and services, tailoring solutions to help clients achieve their financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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