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
By the Numbers
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Total Assets Under Management178MILLION
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Total Number of Accounts385ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Convergent Financial Strategies LLC
No Advisor Found.
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