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Building 2CONIFER SECURITIES LLC

Map pinSAN FRANCISCO, CA
Phone415-677-1500
NotebookSEC #801-67797
Total AUM
$604.7M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE FERRY BUILDING
SUITE 255
SAN FRANCISCO
CA 94111
USA
Operating Hours
5:00AM-4:00PM PT
Monday - Friday
Phone
415-677-1500

ReceiptFinancials

Total AUM
$604.7M
Accounts
115
Discretionary
$123.2M
Accounts
90
Non-Discretionary
$481.5M
Accounts
25

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Commission

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
CAFLHIILNMNY

HandshakeAffiliates

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

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