Be advised. This firm is no longer registered.

Convergent Financial Strategies LLC

Convergent Financial Strategies LLC (CRD# 158192) is a financial advisory firm headquartered in Plymouth Meeting, PA. They manage $178,454,534 in 385 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
600 W Germantown Pike, Ste 400, Plymouth Meeting, PA 19462
https://www.youtube.com/watch?v=emtr6b90mfs
By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $463,518
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Convergent Financial Strategies LLC
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals