Conquis Financial LLC
Conquis Financial LLC is an SEC-registered ria in Millbrae, CA with $280.0M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Conquis Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319579, SEC 801-123701, data through 2026-04-23.
- AUM (assets under management / regulatory AUM)
- $280.0M (2026-04-23)
- Firm type
- Ria
- Location
- Millbrae, CA
- Employees
- 2
- Clients
- 50
- CRD
- 319579
- Ownership
- SIMMONDS, KATHERINE, ANN; SIZEMORE, STACY, LEIGH; Ford, Brieanna, Rain; BLACK, CHARLES, CURTIS; Levy, Jacob, David
How much AUM does Conquis Financial LLC have?
Conquis Financial LLC reported $280.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-23).
Who owns Conquis Financial LLC?
Disclosed owners and executives of Conquis Financial LLC include SIMMONDS, KATHERINE, ANN, SIZEMORE, STACY, LEIGH, Ford, Brieanna, Rain, BLACK, CHARLES, CURTIS, Levy, Jacob, David. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.