S Conway Consulting, LLC
RIAState Registered
Total AUM
$16.1M
Discretionary
$16.1M
100% of AUM
Avg account
$183K
Accounts
88
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 305970
- Website
- www.conwayfinancialplan.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.78%
- Individuals37.22%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
S Conway Consulting, LLC is an independent, individual-owned registered advisory firm that provides financial planning and portfolio management for individuals and small businesses. The firm is state-registered in California, Indiana and New York. Its pricing mixes AUM-based fees with hourly and fixed-fee arrangements, reflecting a flexible engagement model for varying client needs. The adviser does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities12%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Emeraldspark Investments
RIAAUM $16.1MTEAM 1REPS 1
Hunley Wealth Management LLC
RIANashville, TN
AUM $16.1MTEAM 4REPS 4
MK Investment Advisors, LLC
RIAAUM $16.1MTEAM 1REPS 1
Cashmere
RIAAUM $16.1MTEAM 5REPS 6
Bedfield Asset Management, LLC
RIAAUM $16.1MTEAM 1REPS 1
Hahn Financial Services, LLC
RIAAUM $16.1MTEAM 1REPS 1