Adondo Corporation (Wayne)

Adondo Corporation is an adviser based in Wayne. It manages $33.74 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Pennsylvania.

Adondo Corporation provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Adondo Corporation: assets under management

The assets under management (AUM) of Adondo Corporation is $33.74 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Adondo Corporation for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Adondo Corporation

Jennifer W. Parker has been acting as President since 1 Apr 2009. Brian Richard Lauzon joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James J Kim	Shareholder	1 Jan 2000	Other	5655179
Christopher F. Mcconnell	Chief executive officer and chief compliance officer	1 Jan 2000	25% - 50%	5749991
Kevin P. Loftus	Shareholder	1 Jan 2000	Other	5749993
Stacey W. Mcconnell	Shareholder	1 Jan 2000	Other	5749995
Joo (James) Jin Kim	Shareholder	1 Apr 2009	Other	5655179
Christopher Frank Mcconnell	President and chief compliance officer	1 Apr 2009	25% - 50%	5749991
Kevin P. Loftus	Shareholder	1 Apr 2009	Other	5749993
Stacey Willits Mcconnell	Shareholder	1 Apr 2009	Other	5749995
Tracy Gelber Auerbach	Vice president	1 Apr 2009	Other	5753376
Jennifer W. Parker	Director	1 Apr 2009	Other	5847672
Stephen M. Smith	Director	1 Apr 2009	Other	5847673
Kevin Patrick Loftus	Shareholder	1 Apr 2009	Other	5749993
Jennifer Ware Parker	Director	1 Apr 2009	Other	5847672
Stephen Moore Smith	Director	1 Apr 2009	Other	5847673
William Conaway Martindale	Director	1 Oct 2009	Other	321720
James J. Kim 2008 Trust Fbo Descendants Of John T. Kim	Shareholder	1 Jan 2010	Other	25-6917158
John T Kim	Shareholder	1 Jan 2010	Other	5655184
Susan Y Kim	Shareholder	1 Jan 2010	Other	5655165
Brian Richard Lauzon	Principal	1 Jun 2010	Other	2185294

Based in Wayne

The principal office where Adondo Corporation performs its advisory services is located at 353 West Lancaster Ave., Wayne, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.