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CONIFER INVESTMENTS LTD

WEST HARTFORD, CT · CRD 106159 · IAPD ↗ · 860-761-1041

$524.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — CONIFER INVESTMENTS LTD crossed $500M in regulatory AUM ($465.8M -> $524.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.