|
⚲
|
| Conquis Financial LLC
✚
|
|
|---|---|
| CRD # | 319579 |
| SEC # | 801-123701 |
| CIK # | |
| AUM | $206.9 MM (2024-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 971-371-3450 |
| Address | 1 La Cruz Avenue, Suite 202 Millbrae, CA 94030 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 5.0 |
| (b) Individuals (high net worth individuals) | 40 | 201.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 234 | 206.9 |
| By Discretionary | ||
| Discretionary | 234 | 206.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 234 | 206.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.9 | |
| Total | 234 | 206.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vista Advisor Group LLC
✚
|
CA | 0.2 |
|
Pursue Wealth Partners LLC
✚
|
CA | 0.2 |
|
Generations Wealth LLC
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|
OH | 0.2 |
|
Gradient Advisors LLC
✚
|
MN | 0.2 |
|
Continuum Wealth Advisors LLC
✚
|
NY | 0.2 |
|
The Herbst Group LLC
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|
CT | 0.2 |
|
Caerus Investment Advisors LLC
✚
|
TX | 0.2 |
|
Hardy & Hardy Co LLC
✚
|
OH | 0.2 |
|
Portfolio Advisors Inc
✚
|
CA | 0.2 |
|
The Professional Financial Company LLC
✚
|
UT | 0.2 |