KONDRACKI ADVISORY, LLC

Overview

Kondracki Advisory, LLC is an independent registered investment adviser organized as an LLC that focuses on fee-based portfolio management and financial planning for individuals, families and small business clients. The firm operates primarily under a percentage-of-assets fee model and emphasizes discretionary management; the bulk of its advisory relationships are run on an active, discretionary basis. Advisory services also include written publications and periodic client communications. Investment posture leans toward listed equities as the primary allocation vehicle. The firm is not positioned as an ESG-focused manager and does not report being a pension consultant or multi-state adviser from a regulatory classification standpoint. Custody is concentrated at a major national custodian, which supports the firm’s use of separately managed account wrappers and exchange-traded products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices