CONDOR CAPITAL WEALTH MANAGEMENT

1973 Washington Valley Road
Martinsville, New Jersey 08836-2053
Tel: 732-356-7323

About CONDOR CAPITAL WEALTH MANAGEMENT

CONDOR CAPITAL WEALTH MANAGEMENT, formally registered with the SEC as CONDOR CAPITAL WEALTH MANAGEMENT. The firm was established in 11/14/1988. They have over 15 offices throughout the country.

CONDOR CAPITAL WEALTH MANAGEMENT is a Martinsville, New Jersey based Financial Planning firm with nearly $1,704,721,506 assets under management, offering retirement planning & investment advisory services to 3981 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104920
SEC#	801-33145
Assets Managed by Firm	$1,704,721,506
No. of Clients	3981
No. of Advisors	26

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3981	$1,704,721,506
Individuals (other than high net worth individuals)	436	$153,839,976
High net worth individuals	353	$1,481,382,665
Pension and profit sharing plans	6	$62,266,029
Charitable organizations	5	$5,378,671
Corporations or other businesses	Fewer than 5 clients	$536,552

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MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

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