Assets Under Management
$220.7M
Number of Clients
47
Number of Advisors
3
Average Client AUM
$4.7M
AUM per Advisor
$73.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Conquis Financial LLC provides discretionary and non-discretionary investment management, investment advisory services, and financial planning and consulting. They utilize various investment types based on client needs and goals. The firm may select independent managers/sub-advisors to manage client assets.
1 La Cruz Avenue, Suite 202, Millbrae, CA, 94030