Convergence Investment Management, LLC
Convergence Investment Management, LLC (CRD# 167193) is a financial advisory firm headquartered in , . They manage $3,910,059 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$177,730
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Charles Gray (CRD# 6172547) is an Investment Advisor Representative working at Convergence Investment Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.