Conklin Financial Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 287948
- Website
- www.conklinfm.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Conklin Financial Management, LLC is an independent, privately owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges a mix of asset-based fees and hourly consulting rates. Conklin does not position itself as an ESG-focused adviser, does not advertise pension consulting services, and is not described as a multi-state or capital-allocating firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents10%
- Exchange Traded Equities4%
Contacts
2 of 2
Darren Conklin
Founder & Financial AdvisorCRD 2233968
Barbara Conklin
FounderCRD 6775705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations