Conway Jarvis & Associates (Seattle)
Conway Jarvis & Associates Is a Large Advisory Firm Based in Seattle. It Manages $138.4 Million of Regulatory Assets for 128 Client Accounts. It Has Been...
Conway Jarvis & Associates is a large advisory firm based in Seattle. It manages $138.4 million of regulatory assets for 128 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.
Conway Jarvis & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Conway Jarvis & Associates: assets under management
The assets under management (AUM) of Conway Jarvis & Associates is $138.4 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The firm manages $138.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.08 million each.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Conway Jarvis & Associates for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Marcus Vance is a cybersecurity auditor and technology writer dedicated to educating the public about online safety, data privacy regulations, enterprise security, and emerging cyber threats.
