Convergence Investment Partners, LLC
Convergence Investment Partners, LLC (CRD# 148472) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $203,344,299 in 336 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management203MILLION
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Total Number of Accounts336ACCOUNTS
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Average Account Value$605,191
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, KS, MO, NH, NJ, NY, OK, TX, WI
David Abitz (CRD# 2650834) is an Investment Advisor Representative working at Convergence Investment Partners, LLC in Palm Beach Gardens, FL and has over 28 years of experience in the finance industry.
Todd Hanson (CRD# 1910727) is an Investment Advisor Representative working at Convergence Investment Partners, LLC in Palm Beach Gardens, FL and has over 12 years of experience in the finance industry.
Justin Neuberg (CRD# 6224180) is an Investment Advisor Representative working at Convergence Investment Partners, LLC in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.