CONRAD CAPITAL MANAGEMENT, INC.

1300 Veterans Memorial Hwy
Suite 230
Hauppauge, New York 11788
Tel: 631-439-7878

About CONRAD CAPITAL MANAGEMENT, INC.

CONRAD CAPITAL MANAGEMENT, INC, formally registered with the SEC as CONRAD CAPITAL MANAGEMENT, INC. The firm was established in 10/16/2001. They have over 1 offices throughout the country.

CONRAD CAPITAL MANAGEMENT, INC. is a Hauppauge, New York based Financial Planning firm with nearly $83,575,037 assets under management, offering retirement planning & investment advisory services to 563 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113648
SEC#	801-60622
Assets Managed by Firm	$83,575,037
No. of Clients	563
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

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
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	563	$83,575,037
Individuals (other than high net worth individuals)	116	$38,239,313
High net worth individuals	16	$45,335,724

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