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Building 2CONQUIS FINANCIAL LLC

Map pinMILLBRAE, CA
Phone650-651-3609
NotebookSEC #801-123701
Total AUM
$280M
Employees
2
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 LA CRUZ AVENUE, SUITE 202
MILLBRAE
CA 94030
United States
Operating Hours
8:00AM - 6:00PM
Monday - Friday
Phone
650-651-3609

ReceiptFinancials

Total AUM
$280M
Accounts
234
Discretionary
$280M
Accounts
234
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$5.9M
HNW Individual Clients
40
AUM
$274M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
HYBRID: FIXED+PERCENTAGE OF ASSETS UNDER MANAGEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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