Conway Partners
Conway Partners (CRD# 319013) is a financial advisory firm headquartered in New York, NY. They manage $84,221,315 in 147 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management84MILLION
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Total Number of Accounts147ACCOUNTS
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Average Account Value$572,934
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, HI, NV, NY, OR, TX
Financial Advisors at Conway Partners
1
Jeffrey Conway (CRD# 7504985) is an Investment Advisor Representative working at Conway Partners in Honolulu, HI and has 1 year of experience in the finance industry.
2
John Conway (CRD# 7834416) is an Investment Advisor Representative working at Conway Partners in Sunnyvale, CA and has 1 year of experience in the finance industry.
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