$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
21 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-04-2004
- Office Locations
- 1
Office Locations
-- Dumont NJ
About Executive Business Financial Planning
Executive Business Financial Planning is a retail RIA in Dumont, NJ providing asset management. President Ralph Condis leads the firm, with portfolios primarily implemented via ETFs alongside investment-grade corporate bonds and municipal/government exposure. Owner-led boutique established in 2004, suited for distributors seeking an ETF-centric practice.
Team overview
-- AVG AGE
$6.2M AVG AUM / ADVISOR
$141.5K AVG AUM / CLIENT
21.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RALPH CONDIS
President
- CRD
- #3014217
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,225,040 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,225,040 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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