Overview
Assets Under Management: $221 million
Headquarters: MILLBRAE, CA
High-Net-Worth Clients: 37
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.79
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 211
Discretionary Accounts: 211
Regulatory Filings
CRD Number: 319579
Last Filing Date: 2025-02-28 00:00:00
Website: https://conquis.com