Conquis Financial LLC

Conquis Financial LLC (CRD# 319579) is a financial advisory firm headquartered in Millbrae, CA. They manage $206,851,895 in 234 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1 La Cruz Avenue, Suite 202, Millbrae, CA 94030
https://conquis.com/
By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $883,982
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Conquis Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Katherine Simmonds, financial advisor Millbrae CA
Katherine A. Simmonds
CRD#: 2120022
1 La Cruz Avenue, Suite 202, Millbrae, CA 94030

Katherine Simmonds (CRD# 2120022) is an Investment Advisor Representative working at Conquis Financial LLC in Millbrae, CA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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