CONQUIS FINANCIAL LLC
Millbrae, CA
AUM
$280.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
650-651-3609
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, MILLBRAE
2 advisers found
Millbrae, CA
AUM
$280.0M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
650-651-3609
Millbrae, CA
AUM
$47.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-806-1201