Overview
Assets Under Management: $279 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 231
Average Client Assets: $1.2 million
Frequently Asked Questions
CONWAY JARVIS 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 #112336), CONWAY JARVIS LLC is subject to fiduciary duty under federal law.
CONWAY JARVIS LLC is headquartered in SEATTLE, WA.
CONWAY JARVIS LLC serves 231 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, CONWAY JARVIS LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CONWAY JARVIS LLC manages $279 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, CONWAY JARVIS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 231
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $1.2 million
Total Client Accounts: 231
Discretionary Accounts: 231
Regulatory Filings
CRD Number: 112336
Filing ID: 1200796
Last Filing Date: 2018-03-29 13:26:00