Business Description
Conrad Capital Management, Inc. is an independent registered investment advisor. With over 40 years of combined industry experience, specializing in private wealth management, with a sub-specialty in alternative investments. CCM brings together a unique group of advisors and staff that can provide effective and comprehensive solutions to the financial issues facing its clients. Our hallmark has always been providing the highest level of service, working closely with our clients to maximize their risk-adjusted returns. Relationships, often intergenerational, are a testament to that.
General Information Gender:    Male CRD#:    732579 Firm CRD#:    113648 SEC File#:    801-60622 States Licensed in:    NY Years of Experience in Financial Services:    28 Number of Years with Current Firm:    7 I work with the following types of clients:    Individual Investors Foreign Languages Serviced:    Spanish, Farsi
Services Investment Types:    Annuities, Alternative Investments, Mortgages & Real Estate, Stocks, Bonds
Qualifications & Memberships Insurance and Annuity Licenses:    Health, Disability, Long Term Care, Life
Firm Information Number of Advisors in Office:    Up to 10 employees Firm's Number of Clients:    376 Assets Managed by Firm:    $57,000,000
Compliance Investment Advisor Representative:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-based financial professional:    Yes Minimum Portfolio Size for New Managed Accounts:    $100,000 Compensation Methods:    Hourly, Based on Assets, Commissions, Flat Fee Fee % Based on Assets:    1.0% Hourly Rate:    $200 Additional Details on Charges:    $50,001-$75,000: 1.75% $75,001-$250,000: 1.25% $250,001-$500,000: 1.15% $500,001-$1,000,000: 1.00% $1,000,000-$5,000,000: 0.95%
Prepared By:	Donald Conrad
Most Recent Update:	08/07/2008

Frequently Asked Questions

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