Conrad A. May, Cpa, P.C.

Overview

Conrad A. May, Cpa, P.C. is an independent registered investment adviser operating as a corporation with an accountant-led practice that offers financial planning and portfolio management services. The firm serves both individual and family clients as well as institutional relationships, with a client focus that includes small businesses. Its advisory work is delivered on a fixed-fee basis and appears to be non-discretionary, meaning the firm typically provides recommendations and planning rather than exercising trading authority on client accounts. The adviser does not market itself as an ESG investor, is not a multi-state or newly formed adviser, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives