Assets Under Management
$124.2M
Number of Clients
77
Number of Advisors
2
Average Client AUM
$1.6M
AUM per Advisor
$62.1M
Compensation
Fee-Only (AUM)
Conway Partners provides financial planning, consulting, and wealth management services, including discretionary/non-discretionary investment portfolio management. They primarily use ETFs and independent managers, tailoring services to individual client needs and objectives. They also offer retirement plan consulting for plan sponsors.
27 West 20th Street, Ste 704, New York, NY, 10011