Convergence Wealth Advisors, LLC
Convergence Wealth Advisors, LLC (CRD# 168973) is a financial advisory firm headquartered in Providence, RI. They manage $39,898,416 in 105 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts105ACCOUNTS
Average Account Value$379,985
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Jerrold Dorfman (CRD# 4652630) is an Investment Advisor Representative working at Convergence Wealth Advisors, LLC in Providence, RI and has 1 year of experience in the finance industry.