1973 Washington Valley Road
Martinsville, New Jersey 08836-2053
Tel: 732-356-7323
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104920 |
SEC# | 801-33145 |
Assets Managed by Firm | $1,704,721,506 |
No. of Clients | 3981 |
No. of Advisors | 26 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3981 | $1,704,721,506 |
Individuals (other than high net worth individuals) | 436 | $153,839,976 |
High net worth individuals | 353 | $1,481,382,665 |
Pension and profit sharing plans | 6 | $62,266,029 |
Charitable organizations | 5 | $5,378,671 |
Corporations or other businesses | Fewer than 5 clients | $536,552 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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