Annual Custody Audit
As required by the Investment Advisers Act of 1940, all firms that maintain custody for clients are subject to annual custody examinations, conducted by an independent public accountant. Since 1993, Ashland Partners & Company LLP has conducted such audits of all of our accounts under management, annually.
At Condor Capital Wealth Management, our clients always come first. Being audited yearly furthers client trust in our commitment to ethical standards and processes. Additionally, clients gain peace of mind knowing that account transactions are cross referenced yearly and are properly managed, by the books.
Click here to contact us for more information about our Annual Custody Audits
