This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2016
- Office Locations
- 1
Office Locations
About Conklin Financial Management, LLC
Conklin Financial Management, LLC is a fiduciary wealth management firm providing retirement planning, portfolio construction and risk management, and estate strategy. The practice serves pre-retirees and retirees, entrepreneurs and executives, peak-career professionals, and high-net-worth individuals. Portfolios are often implemented with ETFs, and the firm uses Altruist as a custodian.
Team overview
Insights
Custodian
Investment Themes
Services
Technology
Owner & Executives
DARREN KEITH CONKLIN
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #2233968
- Ownership
- 50% but less than 75%
BARBARA ELISE CONKLIN
Investment Advisor Representative, VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,419,724 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,419,724 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing