Gregory
Conway
Pacific Portfolio Consulting, LLC
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About this Advisor
Gregory Conway is a financial advisor based out of Seattle, Washington. Conway is an employee of Pacific Portfolio Consulting, LLC. Over the course of their career, Conway has held roles at Conway Jarvis LLC and Pacific Portfolio Consulting, LLC. Conway has a Series 63 license, designating them as a securities agent, and is approved to serve investors in Washington. Pacific Portfolio Consulting, LLC is a business headquartered in Seattle, WA. The company has offices in two locations and a total of 23 financial advisors. It oversees $4 billion in assets under management between its 535 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 12 charities and foundations. Of its 535 client accounts, 67% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types charged by Pacific Portfolio Consulting, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacific Portfolio Consulting, LLC Brokerage Details
$4,121,588,642
23
535
$7,703,904
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Gregory Conway Work History
Gregory has been registered as a financial advisor for 0 years.*
Pacific Portfolio Consulting, LLC
Conway Jarvis LLC
*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 Gregory 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 Pacific Portfolio Consulting, LLC
Bellevue, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
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