Overview
Assets Under Management: $166 million
High-Net-Worth Clients: 70
Average Client Assets: $2.0 million
Frequently Asked Questions
CONWAY PARTNERS 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 #319013), CONWAY PARTNERS is subject to fiduciary duty under federal law.
CONWAY PARTNERS serves 70 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, CONWAY PARTNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CONWAY PARTNERS manages $166 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, CONWAY PARTNERS 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.32%
Average Client Assets: $2.0 million
Total Client Accounts: 229
Discretionary Accounts: 214
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 319013
Filing ID: 2069695
Last Filing Date: 2026-03-10 16:43:04