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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Conquis Financial LLC
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| CRD # | 319579 |
| SEC # | 801-123701 |
| CIK # | 0002052436 |
| AUM | $220.7 M (2025-02-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 650-651-3609 |
| Address | 1 La Cruz Avenue, Suite 202 Millbrae, CA 94030 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Adobe Systems Inc | 1.8 | ||
| Autodesk Inc | 0.5 | ||
| 3M Co | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Amgen Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Five9 Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Procter & Gamble Co | 0.1 | ||
| Hewlett Packard Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 7.1 |
| (b) Individuals (high net worth individuals) | 37 | 213.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 211 | 220.7 |
| By Discretionary | ||
| Discretionary | 211 | 220.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 211 | 220.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.7 | |
| Total | 211 | 220.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002052436] |
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