Conley Investment Counsel Inc is a large advisory firm based in Omaha. It manages $105 million of regulatory assets for 202 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Iowa, Nebraska, and Texas.
Conley Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Conley Investment Counsel Inc is $105 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Conley Investment Counsel Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.
John Howard Conley has been acting as President since 1 Sep 1999. Dennis Roger Guenther joined the executive team most recently as the Vice President.
The principal office where Conley Investment Counsel Inc performs its advisory services is located at 9300 Underwood Avenue, Omaha, NE 68114 2400, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 402-391-1840 or by fax 402-391-1841. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.conleyinc.com.