Convergence Investment Management, LLC
Convergence Investment Management, LLC (CRD# 167193) is a financial advisory firm headquartered in , . They manage $4,266,742 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Convergence Investment Management, LLC
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$203,178
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Convergence Investment Management, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.