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Conifer Securities LLC (San Francisco)


Conifer Securities LLC is a large advisory firm based in San Francisco. It manages $604.74 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Florida, Hawaii, and 3 other states.

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Conifer Securities provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Conifer Securities: assets under management

The assets under management (AUM) of Conifer Securities LLC is $604.74 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $123.23 million in discretionary accounts and $481.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.37 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $19.26 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Conifer Securities LLC for their services and products based on commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Conifer Securities LLC performs its advisory services is located at One Ferry Building, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-677-1500 or by fax 415-677-1617. The normal business hours are 5:00am-4:00pm pt on Monday - Friday. You can find more information about the New York firm at www.conifersecurities.com.


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