$166.3M Total AUM
$160.6M Disc. AUM
37.5% 3Y CAGR
2 Employees
82 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-11-2022
- Office Locations
- 2
Office Locations
438 S Murphy AVE Sunnyvale CA
-- Incline Village NV
About Conway Partners
Conway Partners Management is an SEC-registered RIA providing family-focused financial planning and portfolio management, including retirement, college savings, tax, and trust/estate planning. The firm builds diversified portfolios balancing long-term growth with near-term stability, with specialized tax planning for clients with equity compensation (stock options, RSUs, ESPPs). Custody includes Schwab.
Team overview
-- AVG AGE
$83.2M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
2 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
J
JEFFREY CONWAY
Chief Compliance Officer, Managing Partner
- CRD
- #7504985
- Ownership
- 75% or more
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J
John Henry Conway
--
- CRD
- #7834416
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,609,138 | $750,510 |
| Non-Discretionary | $5,727,478 | $381,832 |
| Total | $166,336,616 | $726,361 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
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Available Cash:
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Available | Asset class | Assets | Assets % |
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| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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