Convergence Investment Management, LLC

Convergence Investment Management, LLC (CRD# 167193) is a financial advisory firm headquartered in , . They manage $12,449,928 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Convergence Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Charles F. Gray
CRD#: 6172547
San Francisco, CA

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.

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