Overview
Assets Under Management: $105 million
Headquarters: CHESTERFIELD, MO
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 165
Discretionary Accounts: 165
Regulatory Filings
CRD Number: 117608
Last Filing Date: 2024-05-16 00:00:00
Website: https://conwayfinancialgroup.com