Katherine
Simmonds
Conquis Financial LLC
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About this Advisor
Katherine Simmonds is a financial advisor based in Millbrae, California, working with Conquis Financial LLC. Katherine has previously held positions at Adviceperiod, LLC, Mariner Platform Solutions, Conquis Financial LLC, and Stanford Investment Group, Inc. Katherine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Katherine is part of Conquis Financial LLC, which operates out of Millbrae, California. The firm has 2 employees and manages assets totaling $206.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Conquis Financial LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
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Conquis Financial LLC Brokerage Details
$206,851,895
2
234
$883,982
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Katherine Simmonds Work History
Conquis Financial LLC
Mariner Platform Solutions
Adviceperiod, LLC
Stanford Investment Group, Inc
Disclosures
Please visit the SEC profile of Katherine Simmonds to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Conquis Financial LLC
Millbrae, CA
Millbrae, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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