Conrad Capital Mangement Revenue

Investment Management • Hauppauge, New York, United States • 1-10 Employees

Conrad Capital Mangement revenue & valuation

Annual revenue	$25,800,000
Revenue per employee	$3,678,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$82,400,000
Total funding	No funding

Key Contact at Conrad Capital Mangement

Donald E. Conrad

President & CEO

Company overview

Headquarters	1300 Veterans Memorial Hwy, 230, Hauppauge, New York 11788, US
Phone number	+16314397878
Website	conradcapital.com
NAICS	5231
SIC	621
Keywords	Investments, Investment Advice, Private Wealth Management, Wealth Management, IRA, Equity, Asset Management, Pension Plans, Retirement Planning, Fixed Income, Financial Planning, 401(K), Alternative Investment Management, Money Management, Employer Sponsored Retirement Plans, Diversified Portfolios, Investment Adviser In New York, Wealth Management Long Island
Founded	1998
Employees	1-10
Socials

About Conrad Capital Mangement

WEALTH MANAGEMENT INVESTMENT ADVICE RETIREMENT PLANNING BUY-SIDE FINANCE Since 1998, Conrad Capital Management Inc. (CCM) has functioned as a Registered Investment Advisor, offering investment counseling to families across the country. The firm was founded by Donald E. Conrad, President and CEO, who has over 38 years of experience within the financial services industry. Our goal is to deliver the highest possible standard of fiduciary care and highly customized portfolio management. The investment philosophy is based on Modern Portfolio Theory, an investment approach that attempts to quantify and control portfolio risk. We focus on matching the level of risk that you are willing and able to tolerate with the portfolio which can most efficiently achieve your desired goals. Instead of just focusing on individual securities, we also analyze the relationship between risk and reward in the total investment portfolio. CCM looks at the connection among all components, because risk can be diversified away. We aim to generate the most return for a given amount of risk.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Conrad Capital Mangement has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Conrad Capital Mangement has never raised funding before.

Conrad Capital Mangement Tech Stack

Discover the technologies and tools that power Conrad Capital Mangement's digital infrastructure, from frameworks to analytics platforms.

Google Maps

Maps

Animate.css

UI frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

Retina.js

JavaScript libraries

jQuery

JavaScript libraries

Redux Framework

WordPress plugins

PHP

Programming languages

WordPress

Blogs

Bootstrap

UI frameworks

Frequently asked questions

Conrad Capital Mangement is located in Hauppauge, New York, US.

You can reach Conrad Capital Mangement at +16314397878.

Conrad Capital Mangement generates an estimated annual revenue of $25,741,989. This revenue figure reflects the company's market position and business performance in its industry.

Conrad Capital Mangement has an estimated valuation of $82,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Conrad Capital Mangement was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

Conrad Capital Mangement has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Conrad Capital Mangement

Donald E. Conrad

President & CEO

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