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Building 2CONWAY PARTNERS

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Phone775-971-8392
NotebookSEC #801-123446
Total AUM
$166.3M
Employees
2
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
775-971-8392

ReceiptFinancials

Total AUM
$166.3M
Accounts
229
Discretionary
$160.6M
Accounts
214
Non-Discretionary
$5.7M
Accounts
15

ContactClients

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Individual Clients
11
AUM
$3.6M
HNW Individual Clients
70
AUM
$138.6M
Pension/Profit Sharing Plan Clients
1
AUM
$4M
Insurance Company Clients
1
AUM
$4.8M
Corporation or Business Clients
1
AUM
$15.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHINVNYORTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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