Updated:
Conquis Financial
Conquis Financial was established in 2022 as a US-based wealth manager. The firm provides asset management, investment management, and financial planning.
Overview
Conquis Financial was established in 2022 as a US-based wealth manager. The firm provides asset management, investment management, and financial planning. It advises individuals, high-net-worth individuals, and businesses. No additional offices, team size, or portfolio holdings are publicly detailed. No dated operational events from the last 24 months appear in available records.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Millbrae
Corporate office
Millbrae, United States
Frequently asked questions
Who runs investment decisions at Conquis Financial?
No named principals or investment committee members are disclosed in public sources.
What services does Conquis Financial provide?
The firm offers asset management, investment management, and financial planning to individuals, high-net-worth individuals, and businesses.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: