CONQUIS FINANCIAL LLC

MILLBRAE, California·1 registered advisor·CRD# 319579
SEC# 801-1237010650-651-3609
01

Firm Overview

AUM
$207M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: HYBRID: FIXED+PERCENTAGE OF ASSETS UNDER MANAGEMENT
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CONQUIS FINANCIAL LLC

1 registered advisor
Katherine Ann Simmonds
MILLBRAE, California
05

Office Locations

MILLBRAE, California
1 advisor

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Data sourced from SEC Form ADV filings. CONQUIS FINANCIAL LLC (CRD# 319579) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.