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Nicholas P Condie

Inflection Advisors

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About Nicholas P Condie

Nicholas Condie is an Investment Advisor Representative for Inflection Advisors and Inflection Retirement Services. Nicholas is a registered investment advisor in California and Texas. Nicholas is a Series 65 license holder and has over 10 years of experience in the financial industry. Nicholas has worked in various roles in the financial services industry, including at SS & C Intralinks, Juniper Square, Landmark Realty LLC, and Yardi Systems. Nicholas has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice. Nicholas specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors.

Firm Information

Nicholas Condie is currently registered with Inflection Advisors. Inflection Advisors is a registered investment advisor with offices in the United States. The firm provides financial planning, portfolio management, and selection of other advisors to individuals, high net worth individuals, corporations, charitable organizations, other investment advisors, and individuals other than high net worth individuals. The firm manages approximately $42.6 million in assets.

$42.59M

Assets Under Management

6

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Condie’s Registration & Firm History

CA

03/11/2024 - Present

Inflection Advisors (Pleasant Hill CA)

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Licenses & Designations

IA

Issued 03/09/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas P Condie.
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