Overview
Assets Under Management: $105 million
Headquarters: CHESTERFIELD, MO
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Frequently Asked Questions
CONWAY FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117608), CONWAY FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
CONWAY FINANCIAL GROUP, LLC is headquartered in CHESTERFIELD, MO.
CONWAY FINANCIAL GROUP, LLC serves 47 high-net-worth clients according to their SEC filing dated May 16, 2024. View client details ↓
According to their SEC Form ADV, CONWAY FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CONWAY FINANCIAL GROUP, LLC manages $105 million in client assets according to their SEC filing dated May 16, 2024.
According to their SEC Form ADV, CONWAY FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
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