A complete list of active advisors currently associated with Kondracki Advisory, LLC

Warmer can help you find a great advisor at Kondracki Advisory, LLC or one who fits your needs even better.

Kondracki Advisory, LLC is an independent, single-advisor registered investment adviser overseeing about $70 million for roughly 186 clients. The firm provides discretionary investment supervisory services and prepares client-specific Investment Policy Statements, implementing portfolios that may include equities, cash, government securities, mutual funds, bonds, ETFs and insurance products. The adviser relies on fundamental analysis and employs both long- and short-term trading approaches, tailoring portfolios to each client’s goals, tax considerations, time horizon and documented risk tolerance. The firm generally requests written discretionary authority, conducts monthly account reviews, and clients receive regular custodial account reports. The brochure notes two features that differentiate the firm from many peers: it circulates periodicals or newsletters to clients and it manages accounts for charitable organizations in addition to individual clients. The disclosure also highlights that the principal maintains an insurance license and may offer commissionable insurance products, and custody is provided through Schwab Institutional.

To learn more about the advisors currently working at Kondracki Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.