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Paladin Research Report For:

Condor Capital Wealth Management

1973 Washington Valley Road
Martinsville, NJ 08836
732-356-7323

About Condor Capital Wealth Management

Condor Capital Wealth Management was founded in 1988 and is an employee-owned fee-only, fiduciary, and SEC-registered investment advisor. We strive to be as transparent as possible and commit to annual audits for both custody and performance. Our goal is to be more than just your investment manager by providing a full-service wealth management experience. We provide our investment management services on a fee-only basis. Our fees are based on the size of our clients' portfolios rather than commissions or the number of trades, so there is no conflict of interest regarding our investment decisions. Additionally, as part of our integrated approach to investment management, we provide you with unlimited and thorough financial planning advice complementarily. We pride ourselves on providing our clients with wealth management solutions combining investment management, financial planning, and relationship management services, including consulting with your accountants and attorneys, allowing you to streamline your complex financial affairs all under the umbrella of a single, highly competitive assets-under-management (AUM) fee.

See Disclosures

General Information

Firm Start Year
  • 1988
No. of Employees
  • 20-49

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures

ADV Part 2: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=767862 CRS: https://www.condorcapital.com/wp-content/uploads/2022/04/Condor-Capital-CRS-final-3.29.22-4883-6217-9354.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890797/paladinregistry-Condor-Capital-Wealth-Management-detailed-disclosure.html

Disclaimer

Condor Capital Wealth Management ("Company") is an SEC registered investment adviser located in Martinsville, New Jersey. Company and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Company maintains clients. Company's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.

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