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CONWAY PARTNERS
27 West 20th Street
Ste 704
New York, New York 10011
Tel: 775-971-8392
About CONWAY PARTNERS
CONWAY PARTNERS, formally registered with the SEC as CONWAY PARTNERS. The firm was established in 03/11/2022. They have over 2 offices throughout the country.
CONWAY PARTNERS is a New York, New York based Financial Planning firm with nearly $84,221,315 assets under management, offering retirement planning & investment advisory services to 147 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319013 |
| SEC# | 801-123446 |
| Assets Managed by Firm | $84,221,315 |
| No. of Clients | 147 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 147 | $84,221,315 |
| Individuals (other than high net worth individuals) | 15 | $3,461,591 |
| High net worth individuals | 45 | $72,323,491 |
| Corporations or other businesses | Fewer than 5 clients | $8,436,233 |
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