This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Morgan Stanley · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-1999
- Office Locations
- 1
Office Locations
About Condata Financial
Condata Financial provides portfolio management plus retirement and pension fund guidance for institutions and individuals, including separately managed accounts. The firm advises on stocks, bonds and mutual funds and incorporates annuities/insurance where appropriate (NY State licensed insurance agent/broker). Uses a modular CORE–ALPHA–ALTERNATIVES–TACTICAL construction approach and serves retail and institutional clients across North America and select international markets.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CONRAD AUSTIN HENRY
Chief Executive Officer, Owner, President
- CRD
- --
- Ownership
- 75% or more
NARINDER PAL RANDAWE
Owner, Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,299,744 | -- |
| Non-Discretionary | $538,613 | -- |
| Total | $1,838,357 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing