Convergent Capital Partners, LLC

Convergent Capital Partners, LLC (CRD# 158100) is a financial advisory firm headquartered in Boston, MA. They manage $14,001,100 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
75 State Street, Suite 100 Pmb 4423, Boston, MA 02109
http://www.convergentcapitalpartners.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $823,594
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Convergent Capital Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Fontana, financial advisor Boston MA
Gregory L. Fontana
CRD#: 1336710
75 State Street, Suite 100 Pmb 4423, Boston, MA 02109

Gregory Fontana (CRD# 1336710) is an Investment Advisor Representative working at Convergent Capital Partners, LLC in Boston, MA and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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