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).

By the Numbers
  • Total Assets Under Management
    203
    MILLION
  • Total Number of Accounts
    336
    ACCOUNTS
  • Average Account Value
    $605,191
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, KS, MO, NH, NJ, NY, OK, TX, WI

Financial Advisors at Convergence Investment Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David J. Abitz
CRD#: 2650834
3801 Pga Blvd., Suite 1001, Palm Beach Gardens, FL 33410

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.

2
Todd J. Hanson
CRD#: 1910727
3801 Pga Blvd., Suite 1001, Palm Beach Gardens, FL 33410

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.

3
Justin E. Neuberg
CRD#: 6224180
3801 Pga Blvd., Suite 1001, Palm Beach Gardens, FL 33410

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.

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