Converse Team Financial Services, LLC
Converse Team Financial Services, LLC is an SEC-registered ria with $325.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Converse Team Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335322, SEC 801-132403, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $325.0M (2026-06-02)
- Firm type
- Ria
- Employees
- 7
- Clients
- 83
- CRD
- 335322
- Ownership
- CONVERSE, BRANDON, CHARLES; CONVERSE, MICHAEL, WAYNE
How much AUM does Converse Team Financial Services, LLC have?
Converse Team Financial Services, LLC reported $325.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Converse Team Financial Services, LLC?
Disclosed owners and executives of Converse Team Financial Services, LLC include CONVERSE, BRANDON, CHARLES, CONVERSE, MICHAEL, WAYNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.