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| Conquis Financial LLC
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|---|---|
| CRD # | 319579 |
| SEC # | 801-123701 |
| CIK # | 0002052436 |
| AUM | 280.0 M (2026-04-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 1.1 | |
| Intuitive Surgical Inc | 0.9 | |
| Autodesk Inc | 0.4 | |
| Alphabet Inc | 0.3 | |
| Intel Corp | 0.2 | |
| Wal Mart Stores Inc | 0.2 | |
| Amgen Inc | 0.1 | |
| 3M Co | 0.1 | |
| Microsoft Corp | 0.1 | |
| Apple Inc | 0.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 5.9 |
| (b) Individuals (high net worth individuals) | 40 | 274.0 |
| (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 | 280.0 |
| By Discretionary | ||
| Discretionary | 234 | 280.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 234 | 280.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.0 | |
| Total | 234 | 280.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052436] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
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