CONKLIN FINANCIAL MANAGEMENT, LLC

CONKLIN FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 287948). Regulatory assets under management: $1.4M.

Registration

• CRD: 287948
• Type: Registered investment adviser
• Phone: (231)498-3434
• Latest filing: 2026-07-22
• Regulatory AUM: $1.4M
• Discretionary AUM: $1.4M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287948 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search