CONAGHAN FINANCIAL SERVICES

CONAGHAN FINANCIAL SERVICES is an SEC-registered investment adviser (CRD 171531). Regulatory assets under management: $263K.

Registration

• CRD: 171531
• Type: Registered investment adviser
• Phone: 925-833-1708
• Latest filing: 2026-03-28
• Regulatory AUM: $263K
• Discretionary AUM: $263K
• Clients: 1
• Accounts: 1

Business model

Compensation: Other.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171531 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search