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Convergence Financial LLC
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CRD # | 304146 |
SEC # | 801-116738 |
CIK # | 0001669829 |
AUM | $422.4 MM (2024-08-09) |
Employees | 18 (72% Investors, 44% Brokers) |
Phone | 573-818-2264 |
Address | 3919 S Providence Road Columbia, MO 65203 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,930 | 214.7 |
(b) Individuals (high net worth individuals) | 319 | 200.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 1.0 |
(h) Charitable organizations | 13 | 2.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 7 | 3.2 |
(n) Other | 0 | 0.0 |
Total | 2,651 | 422.4 |
By Discretionary | ||
Discretionary | 1,856 | 338.0 |
Non-Discretionary | 795 | 84.5 |
Total | 2,651 | 422.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 422.4 | |
Total | 2,651 | 422.4 |
EDGAR Form | CIK | 2011 - 2024 |
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D | [0001669829] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Milestone Financial Planning LLC
✚
|
NH | 0.4 |
Seed Planning Group LLC
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|
NY | 0.4 |
Alpha Capital Management Group LLC
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|
CO | 0.4 |
Lifeworks Advisors LLC
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|
MI | 0.4 |
Peavine Capital LLC
✚
|
NV | 0.4 |
Hinds Financial Group Inc
✚
|
CO | 0.4 |
Flagship Wealth Advisors LLC
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|
MA | 0.4 |
TRG Advisors Inc
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|
FL | 0.4 |
Acorn Creek Capital LLC
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|
CO | 0.4 |
Triumph Capital Management
✚
|
CO | 0.4 |