Conway Financial Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Conway Financial Group LLC
CRD #117608
SEC #801-130486
CIK #
AUM 177.7 M (2026-01-30)
Employees 3 (67% Investors, 0% Brokers)
Phone314-579-9157
Address390 South Woods Mill Road
Chesterfield, MO 63017
Source [IAPD] [Website]
Total AUM ($M)
180144108723602010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 32 6.9
(b) Individuals (high net worth individuals) 52 170.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 259 177.7
By Discretionary
Discretionary 259 177.7
Non-Discretionary 0 0.0
Total 259 177.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 177.7
Total 259 177.7
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients27 (1 non-US)
ServesRetail
Comparable Firms State AUM
Collaborative Portfolio Management LLC
KS 178.7 M
Aspetuck Financial Management LLC
CT 178.3 M
Hedges Asset Management LLC
178.0 M
TDC Capital Advisors Inc
TX 177.6 M
Crossgrain Family Investments LLC
177.6 M
M Wealth Management LLC
CA 177.6 M
Newcorp Financial Services Inc
GA 177.1 M
Stillwater Private Wealth LLC
176.8 M
Torrey Wealth LLC
CA 176.7 M
Bradyco Inc
176.7 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com