CONQUIS FINANCIAL LLC of MILLBRAE, CA is an SEC-registered investment adviser (CRD 319579). Regulatory assets under management: $280.0M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Katherine Ann Simmonds | CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF EXECUTIVE OFFICER | — |
| SIMMONDS KATHERINE ANN | PRESIDENT/CHIEF EXECUTIVE OFFICER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| BLACK CHARLES CURTIS | CHIEF COMPLIANCE OFFICER | — |
| Brieanna Rain Ford | VICE PRESIDENT - FINANCIAL PLANNING | — |
| Jacob David Levy | VICE PRESIDENT - PORTFOLIO MANAGEMENT | — |