Condera Securities, LLC is a large advisory firm based in Houston. It manages $182.02 million of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Colorado, and 10 other states.
Condera Securities provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Condera Securities, LLC is $182.02 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Condera Securities, LLC for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Lee Solomon has been acting as President since 1 Dec 1998. Steven David Lerner joined the executive team most recently as the Limited Partner.
The principal office where Condera Securities, LLC performs its advisory services is located at 4900 Woodway Drive, Houston, TX 77056, which is also the mailing address of the firm. An additional office of the firm is in San Antonio, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-574-1950 or by fax 713-580-1820. The normal business hours are 8:00a.m - 5:00p.m on Monday - Friday. You can find more information about the New York firm at www.conderaadvisors.com.