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- Custodian
- Charles Schwab & Company · Transamerica
- Clients
- Retail and Institutional
- Platforms
- Foundation
- Established Date
- 11-20-2012
- Office Locations
- 1
Office Locations
About Kondracki Advisory, LLC
Kondracki Advisory provides investment management for individual investors and families using its MoneyMorality approach—rigorous financial and moral screening to build disciplined, low-cost, long-term value portfolios of industry-leading large-cap U.S. companies, with flexibility to hold cash and U.S. Treasuries for downside protection. The firm also offers free financial planning and help with life insurance, and manages client accounts at Charles Schwab.
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Owner & Executives
CHRISTOPHER JOSEPH KONDRACKI
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2467458
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,000,000 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $70,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $70,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,469,711,604 | 56.2% |
| U.S. Government/Agency | $1,924,793,030 | 43.8% |
| Total | $4,394,504,634 | 100.0% |