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CONOVER CAPITAL MANAGEMENT
BELLEVUE, WA
425-897-7100
SEC #801-103469Total AUM
$242.1M
Employees
7Clients
334Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
155 108TH AVE NE
SUITE 850
BELLEVUE
WA 98004
United States
SUITE 850
BELLEVUE
WA 98004
United States
Operating Hours
8:00-5:00
Monday - Friday
Monday - Friday
Phone
425-897-7100
Other Offices
2
Financials
Total AUM
$242.1M
Accounts
334Discretionary
$12.9M
Accounts
94Non-Discretionary
$229.2M
Accounts
240
Clients
Individual Clients
271AUM
$26.5M
HNW Individual Clients
40AUM
$73.8M
Pension/Profit Sharing Plan Clients
16AUM
$141.8M
Other Clients
7AUM
$0
Description of Other Clients
EDUCATION TO 401K PLANS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
RETIREMENT PLAN CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
EDUCATION ONLY SERVICE TO 401K PLANS
Compliance
Disclosures
None reported
State Registrations
AZCAORWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.