CONWAY INVESTMENT SOLUTIONS

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

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 Status	Approved
Firm CRD#	154659
SEC#	801-110312
Assets Managed by Firm	$1,003,247,559
No. of Clients	9
No. of Advisors	19

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 Clients	AUM
Firm Total	9	$1,003,247,559
Charitable organizations	Fewer than 5 clients	$141,880,973

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