Jeffrey
Conway
Conway Partners
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About this Advisor
Jeffrey Conway is a financial advisor working out of Honolulu, Hawaii with a total of 1 year of industry experience. Conway is on the advisory team at Conway Partners. Their career trajectory has included roles at Gauss Surgical, Conway Partners, Stryker Corporation and N/A. Conway has a Series 65 license, certifying them as an investment advisor representative, and can work in California, Hawaii, Nevada, New York and Texas. Conway Partners is a registered investment company that has its headquarters in New York, NY. The investment advisory business has offices in two locations and just three financial advisors. It manages $64 million in assets under management across its 92 customer accounts, making it one of the smaller firms in the United States by assets under management. Of its 92 client accounts, 100% are associated with high-net-worth clients who have at least $1 million in assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management are based on which services are provided. However, fee types charged by Conway Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Conway Partners Brokerage Details
$63,947,025
3
92
$695,076
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jeffrey Conway Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Conway Partners
Stryker Corporation
Gauss Surgical
N/A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Conway to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Conway Partners
Honolulu, HI
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