Convergent Capital Partners, LLC

Convergent Capital Partners, LLC (CRD# 158100) is a financial advisory firm headquartered in Boston, MA. They manage $10,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

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
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Convergent Capital Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
Gregory L. Fontana
CRD#: 1336710
8 Faneuil Hall Marketplace, 3rd Floor, Boston, MA 02109

Gregory Fontana (CRD# 1336710) is an Investment Advisor Representative working at Convergent Capital Partners, LLC in Boston, MA and has over 31 years of experience in the finance industry.

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