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CONVERGENCE INVESTMENT PARTNERS, LLC

Tel: 561-494-8001
3801 Pga Blvd.
Suite 1001
Palm Beach Gardens, Florida  33410-2757

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CONVERGENCE INVESTMENT PARTNERS, LLC

CONVERGENCE INVESTMENT PARTNERS, LLC is a Palm Beach Gardens, Florida based financial advisory firm with nearly $233,544,591 in assets under management and provides investment advisory services for 349 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Firm CRD#:

148472

SEC#:

801-69707

No. of Clients:

349

Assets under Management

$233,544,591

No. of Advisors:

6

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