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CONQUIS FINANCIAL LLC

CRD 319579 · SEC 801-123701

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1 LA CRUZ AVENUE, SUITE 202, MILLBRAE, CA, 94030, United States

Phone

650-651-3609

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$280.0M

Discretionary AUM

$280.0M

Team

2 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees; HYBRID: FIXED+PERCENTAGE OF ASSETS UNDER MANAGEMENT

Org form

Limited Liability Company

Filing date

2026-04-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals10$5.9M
High net worth individuals40$274.0M

States served

CA, NY

All web addresses on file

Official SEC filing: View on IAPD