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.

You can reach the main office by calling the phone number 610-964-3400 or by fax 610-964-2585. The normal business hours are 9:00 am to 5:00pm on Monday - Friday.