CONCEPTUAL FINANCIAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$189,909,772
Discretionary
$143,158,726
Non-discretionary
$46,751,046
Firm details
- CRD number
- 167513
- SEC file number
- 801-123428
- Main office
- APPLETON, WI, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://ONTRACKADVISOR.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.