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CONWAY INVESTMENT SOLUTIONS

165 North Meramec
Suite 210
Saint Louis, Missouri 63105
Tel: 314-721-9696

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About CONWAY INVESTMENT SOLUTIONS

CONWAY INVESTMENT SOLUTIONS, formally registered with the SEC as CONWAY INVESTMENT SOLUTIONS. The firm was established in 04/10/2017. They have over 1 offices throughout the country.

CONWAY INVESTMENT SOLUTIONS is a Saint Louis, Missouri based Financial Planning firm with nearly $1,003,247,559 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#154659
SEC#801-110312
Assets Managed by Firm$1,003,247,559
No. of Clients9
No. of Advisors19

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total9$1,003,247,559
Charitable organizationsFewer than 5 clients$141,880,973

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