Overview
Assets Under Management: $234 million
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 221
Average Client Assets: $735,475
Frequently Asked Questions
CONVERGENCE INVESTMENT PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148472), CONVERGENCE INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
CONVERGENCE INVESTMENT PARTNERS, LLC is headquartered in PALM BEACH GARDENS, FL.
CONVERGENCE INVESTMENT PARTNERS, LLC serves 221 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, CONVERGENCE INVESTMENT PARTNERS, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
CONVERGENCE INVESTMENT PARTNERS, LLC manages $234 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, CONVERGENCE INVESTMENT PARTNERS, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.97
Average High-Net-Worth Client Assets: $735,475
Total Client Accounts: 349
Discretionary Accounts: 250
Non-Discretionary Accounts: 99
Regulatory Filings
CRD Number: 148472
Last Filing Date: 2024-03-27 00:00:00
Website: https://investcip.com