$231.9M Total AUM
$227.8M Disc. AUM
21.9% 3Y CAGR
1 Employees
68 ADV. Clients
21 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-16-2004
- Office Locations
- 1
Office Locations
3500 W. Olive Avenue Suite 300 Burbank CA
About Conway Capital Management, Inc.
Conway Capital Management, Inc. is a Burbank-based RIA. The firm has been operating for 21 years. Managing $231.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$231.9M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
21.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DANIEL ERNEST CONWAY
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2420582
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $227,764,327 | $1,528,620 |
| Non-Discretionary | $4,161,673 | $520,209 |
| Total | $231,926,000 | $1,477,236 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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