CONQUIS FINANCIAL LLC

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

About CONQUIS FINANCIAL LLC

CONQUIS FINANCIAL LLC, formally registered with the SEC as CONQUIS FINANCIAL LLC. The firm was established in 04/14/2022. They have over 1 offices throughout the country.

CONQUIS FINANCIAL LLC is a Millbrae, California based Financial Planning firm with nearly $220,722,251 assets under management, offering retirement planning & investment advisory services to 211 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319579
SEC#	801-123701
Assets Managed by Firm	$220,722,251
No. of Clients	211
No. of Advisors	2

Fee Structure

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

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

Firm Client Information

	No. of Clients	AUM
Firm Total	211	$220,722,251
Individuals (other than high net worth individuals)	10	$7,083,016
High net worth individuals	37	$213,639,235

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