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Converse Team Financial Services, LLC

● SEC registered since 2025CRD 335322SEC# 801-132403
Export (members)
Reg. AUM
$325M
Employees
7
Accounts
83
Location

Converse Team Financial Services, LLC assets under management

Converse Team Financial Services, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $325 million in regulatory assets under management and employs 7 people.

Converse Team Financial Services, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brandon Charles Converse ControlLlc Manager / Llc Member / Cco50-75%2025
Michael Wayne Converse ControlLlc Manager / Llc Member / Ceo50-75%2025

Frequently asked questions

How much does Converse Team Financial Services, LLC manage?

Converse Team Financial Services, LLC reports $325 million in regulatory assets under management on its Form ADV.

How many employees does Converse Team Financial Services, LLC have?

Converse Team Financial Services, LLC reports 7 employees.

Does Converse Team Financial Services, LLC disclose fund performance?

Converse Team Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone316-600-4015
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

How this firm compares

Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$325Mregulatory AUM
Discretionary $0Non-discretionary $325M