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CONVERGENCE FINANCIAL
Tel: (573) 818-2264
3919 S. Providence Road Columbia, Missouri 65203
CONVERGENCE FINANCIAL
CONVERGENCE FINANCIAL is a Columbia, Missouri based financial advisory firm with nearly $422,444,754 in assets under management and provides investment advisory services for 2651 clients. There are currently 18 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
304146
SEC#:
801-116738
No. of Clients:
2651
Assets under Management
$422,444,754
No. of Advisors:
18
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