Warren
Holmes
Conway Investment Research, LLC
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About this Advisor
Warren Holmes is a chartered financial analyst based out of Saint Louis, Missouri with 7 years of industry experience. Holmes is currently employed by Conway Investment Research, LLC. Holmes has gained experience at Conway Investment Research, LLC, Coatue Management, LLC and Alixpartners, Llp. Holmes is able to work in Missouri. Conway Investment Research, LLC is a financial advisory business operating out of Saint Louis, MO. It manages $879 million in total assets between its seven client accounts, placing it among the larger financial advisory firms in the nation by assets under management. Conway Investment Research, LLC performs a broad assortment of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Financial management fee schedules vary depending on which services the firm provides the client. However, fee types billed by Conway Investment Research, LLC can be comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Conway Investment Research, LLC Brokerage Details
$879,122,000
20
7
$125,588,857
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Warren Holmes Work History
Warren has been registered as a financial advisor for 7 years.*
Conway Investment Research, LLC
Coatue Management, LLC
Alixpartners, Llp
*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 Warren Holmes 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 Investment Research, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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