CONQUIS FINANCIAL LLC
CRD #319579 SEC #801-123701 MILLBRAE, CA 650-651-3609
SEC Registered
Total AUM
$206.9M
Discretionary
$206.9M
Employees
2
Clients
26
Accounts
234
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLACK, CHARLES, CURTIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLACK, CHARLES, CURTIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLACK, CHARLES, CURTIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BLACK, CHARLES, CURTIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| SIMMONDS, KATHERINE, ANN | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 3, 2025 REGISTERED
Notice Filings (2)
CA IL
Address
1 LA CRUZ AVENUE, SUITE 202MILLBRAE, CA 94030
United States
Phone: 650-651-3609