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CONDOR CAPITAL WEALTH MANAGEMENT

1973 Washington Valley Road
Martinsville, New Jersey 08836-2053
Tel: 732-356-7323

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About CONDOR CAPITAL WEALTH MANAGEMENT

CONDOR CAPITAL WEALTH MANAGEMENT, formally registered with the SEC as CONDOR CAPITAL WEALTH MANAGEMENT. The firm was established in 11/14/1988. They have over 15 offices throughout the country.

CONDOR CAPITAL WEALTH MANAGEMENT is a Martinsville, New Jersey based Financial Planning firm with nearly $1,704,721,506 assets under management, offering retirement planning & investment advisory services to 3981 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104920
SEC#801-33145
Assets Managed by Firm$1,704,721,506
No. of Clients3981
No. of Advisors26

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total3981$1,704,721,506
Individuals (other than high net worth individuals)436$153,839,976
High net worth individuals353$1,481,382,665
Pension and profit sharing plans6$62,266,029
Charitable organizations5$5,378,671
Corporations or other businessesFewer than 5 clients$536,552

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