Condata Group

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

150 Broadway Rm 1710, New York City, New...

Phone Number

(212) 233-1460

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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Feb
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ZI Rank
1
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About Condata Group

Condata Group, Inc. is an Investment Advisory Firm based in New York that specializes in helping clients achieve their financial objectives. The firm offers a range of services including management and advice on retirement and pension funds, investment in stocks, bonds, and mutual funds, as well as brokerage services for mutual funds, annuities, and insurance. Their target clients include corporations, small businesses, non-profit agencies, hospitals, universities, government agencies, physicians, diplomats, high net worth individuals, and middle-income families across North America and internationally. Led by Managing Principal Conrad A. Henry, the firm utilizes a Modular Portfolio Construction approach to tailor financial solutions to meet the specific needs of their clients.Explore more
Condata Group's Social MediaPopular SearchesCondata Group IncCondata FinancialCondatagroupCondata GroupSIC Code 62,628NAICS Code 52,523Show more

Condata Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Condata Group

<$5M
1-10
Private
-
1999
<$5M
11-50
Private
$22.1M
2005
DM
Duane ManningVice President
<$5M
1-10
Private
-
2015
JD
John DodenhoffDirector, Trading and Research, Portfolio Manager, Financial Advisor
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2010
GS
Gregory SchroederPortfolio Manager & Chief Compliance Officer
<$5M
1-10
Private
-
2010
Robert Centrella, President & Managing Partner at Forza Investment Advisory
Robert CentrellaPresident & Managing Partner
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Condata Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Condata Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Condata Group.

Condata Group Tech Stack

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Frequently Asked Questions Regarding Condata Group

What is Condata Group's official website?
Condata Group's official website is www.condatagroup.com
What is Condata Group's Revenue?
Condata Group's revenue is <$5 Million
What is Condata Group's SIC code?
Condata Group's SIC: 62,628
What is Condata Group's NAICS code?
Condata Group's NAICS: 52,523
How many employees does Condata Group have?
Condata Group has 1-10 employees
What industry does Condata Group belong to?
Condata Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Condata Group competition?
Condata Group top competitors include: Sandlapper Securities, Journey Capital Advisers, O'Donnell Wealth Management, Volition Financial Network
What technology does Condata Group use?
Some of the popular technologies that Condata Group uses are: Google Cloud Web Serving, Google Cloud Platform, Google Workspace, Gmail
How do I contact Condata Group?
Condata Group contact info: Phone number: (212) 233-1460 Website: www.condatagroup.com
What does Condata Group do?

Condata Group, Inc. is an Investment Advisory Firm based in New York that specializes in helping clients achieve their financial objectives. The firm offers a range of services including management and advice on retirement and pension funds, investment in stocks, bonds, and mutual funds, as well as brokerage services for mutual funds, annuities, an... d insurance. Their target clients include corporations, small businesses, non-profit agencies, hospitals, universities, government agencies, physicians, diplomats, high net worth individuals, and middle-income families across North America and internationally. Led by Managing Principal Conrad A. Henry, the firm utilizes a Modular Portfolio Construction approach to tailor financial solutions to meet the specific needs of their clients.Read More

What are Condata Group social media links?
Condata Group Linkedin page
Is Condata Group a public company?
Condata Group is private company therefore does not currently have an official ticker symbol
See more information about Condata Group

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