Convergence Financial LLC

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Assets, Funds, Holdings

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Convergence Financial LLC
CRD #304146
SEC #801-116738
CIK #0001669829
AUM $422.4 MM (2024-08-09)
Employees 18 (72% Investors, 44% Brokers)
Phone573-818-2264
Address3919 S Providence Road
Columbia, MO 65203
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4503602701809002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,930 214.7
(b) Individuals (high net worth individuals) 319 200.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 1.0
(h) Charitable organizations 13 2.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 3.2
(n) Other 0 0.0
Total 2,651 422.4
By Discretionary
Discretionary 1,856 338.0
Non-Discretionary 795 84.5
Total 2,651 422.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 422.4
Total 2,651 422.4
EDGAR Form CIK 2011 - 2024
D [0001669829]
Comparable Firms State AUM ($BB)
Milestone Financial Planning LLC
NH 0.4
Seed Planning Group LLC
NY 0.4
Alpha Capital Management Group LLC
CO 0.4
Lifeworks Advisors LLC
MI 0.4
Peavine Capital LLC
NV 0.4
Hinds Financial Group Inc
CO 0.4
Flagship Wealth Advisors LLC
MA 0.4
TRG Advisors Inc
FL 0.4
Acorn Creek Capital LLC
CO 0.4
Triumph Capital Management
CO 0.4
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