C
CRD: 123225
Conrad A. MAY, CPA, P.c.
MT Prospect, IL
8475772882
$92.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
25 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2000
- Office Locations
- 1
Office Locations
-- Mt. Prospect IL
About Conrad A. MAY, CPA, P.c.
Conrad A. MAY, CPA, P.c. is a MT Prospect-based RIA. The firm has been operating for 25 years. Managing $92.9M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$92.9M AVG AUM / ADVISOR
$8.4M AVG AUM / CLIENT
25.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
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Owner & Executives
C
CONRAD ANTHONY MAY MR.
Director, President
- CRD
- #4596411
- Ownership
- 75% or more
(736) 415-5168
oak.summit@vectorcapital.com
in linkedin.com/in/capital-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $92,908,000 | -- |
| Total | $92,908,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $92,908,000
Equity - Exchange:
59.4% Cash:
40.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,902,328,635 | 59.4% |
| Cash | $3,350,749,875 | 40.6% |
| Total | $8,253,078,510 | 100.0% |