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CONDATA GROUP INC
CRD 108715 · SEC 801-57104
150 BROADWAY, SUITE 1701, NEW YORK, NY, 10038, United States
Phone
212-233-1460
Fax
212-233-1466
Registration
— (—)
Source
State registered
Total AUM
$1.8M
Discretionary AUM
$1.3M
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Commissions
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD