Conley Investment Counsel Inc (Omaha)

Name: Conley Investment Counsel Inc
Address: 9300 Underwood Avenue, Omaha, NE, 68114 2400
Telephone: 402-391-1840

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.

Conley Investment Counsel: assets under management

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 firm manages $105 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $519.8 thousand each.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Conley Investment Counsel Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Howard Conley	President	1 Sep 1999	75% - 100%	810245
Joseph Kennedy Costello	Chief compliance officer	1 Mar 2006	Other	3145466
Jeffrey George Matuella	Vice president	1 Jan 2007	Other	2697434
John Eric Philo	Vice president	1 Oct 2008	Other	2635509
Thomas Wayne Larson	Vice president	1 Jan 2013	Other	1137341
Dennis Roger Guenther	Vice president	1 Jul 2013	Other	3009158

Based in Omaha

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.