Overview
Assets Under Management: $221 million
Headquarters: MILLBRAE, CA
High-Net-Worth Clients: 37
Average Client Assets: $6 million
Frequently Asked Questions
CONQUIS FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #319579), CONQUIS FINANCIAL LLC is subject to fiduciary duty under federal law.
CONQUIS FINANCIAL LLC is headquartered in MILLBRAE, CA.
CONQUIS FINANCIAL LLC serves 37 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, CONQUIS FINANCIAL LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CONQUIS FINANCIAL LLC manages $221 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, CONQUIS FINANCIAL LLC serves high-net-worth individuals and institutional clients. View client details ↓
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