CONQUIS FINANCIAL LLC - Financial Advisor in California, Millbrae

Tel: 650-651-3609 1 La Cruz Avenue, Suite 202 Millbrae, California 94030

About CONQUIS FINANCIAL LLC

CONQUIS FINANCIAL LLC is a Millbrae, California based financial advisory firm with nearly $220,722,251 in assets under management and provides investment advisory services for 211 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

319579

Firm SEC#:

801-123701

Assets Under Management:

$220,722,251

No. of Clients:

211

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Other (HYBRID: FIXED+PERCENTAGE OF ASSETS UNDER MANAGEMENT)

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