CONQUIS FINANCIAL LLC
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
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
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