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Conway Asset Management, Inc.

Conway Asset Management, Inc.. CRD 291197

Conway Asset Management, Inc. logo

CRD: 291197

Conway Asset Management, Inc.

Grosse Pointe Farms, MI, 48236
3138861300
www.conwayis.com
$35.2M Total AUM
$35.2M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Comerica Bank · Fidelity/NFS · Goldman Sachs
Clients
Retail
Platforms
Crest zenithFocus fusion +more
Established Date
06-19-2018
Office Locations
1

Office Locations

21 Kercheval Ave. Suite 390 Grosse Pointe Farms MI

About Conway Asset Management, Inc.

Conway IS connects financial advisors and qualified investors to a curated lineup of vetted alternative investment funds, backed by institutional-quality research, due diligence, monitoring, and analytical tools/model portfolios. The firm also builds and administers customized private fund solutions (SPVs and multi-manager vehicles) and offers a secure, white-labeled advisor portal with digital subscriptions and consolidated custodial reporting, typically with a $100k minimum.

Team overview

62 AVG AGE
$35.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Signal Eagle Pathway Pathway Momentum Focus unison Timber Fusion

Client Personas

Radial focus

Custodian

Timber Delta Prime

Investment Themes

Meridian pioneer Timber catalyst

Investment Vehicles

Peak vital

Services

Atlas foundation Meridian element Optima Alpha

Technology

Peak Radial foundation Catalyst

Owner & Executives

J

JOHN CONWAY IV

President

CRD
#703946
Ownership
75% or more
(331) 462-7811
beacon.foundation@capitalcapital.com
in linkedin.com/in/insight-meridian

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $35,160,000 --
Non-Discretionary $0 --
Total $35,160,000 --

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Separately Managed Accounts

Total SMA Asset: $35,160,000

$35.2M Total SMA
Equity - Exchange:
20.9%
Cash:
43.9%
U.S. Government/Agency:
35.2%
Asset class Assets Assets %
Equity - Exchange $1,645,502,608 20.9%
Cash $3,456,342,799 43.9%
U.S. Government/Agency $2,771,372,814 35.2%
Total $7,873,218,221 100.0%

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