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Amy Kristina Abitz Schwalenberg

CONVERGENCE INVESTMENT PARTNERS, LLC·PALM BEACH GARDENS, Florida
Unclaimed Profile
3801 PGA BLVD., PALM BEACH GARDENS, FL 33410-2757CRD# 3073822Firm CRD# 148472
01

About

Amy Kristina Abitz Schwalenberg is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with CONVERGENCE INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
CONVERGENCE INVESTMENT PARTNERS, LLC
CONVERGENCE INVESTMENT PARTNERS, LLC
AUM
$234M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CONVERGENCE INVESTMENT PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3073822
Firm CRD# 148472
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Kristina Abitz Schwalenberg offer?
Amy Kristina Abitz Schwalenberg specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Amy Kristina Abitz Schwalenberg's credentials?
Amy Kristina Abitz Schwalenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Kristina Abitz Schwalenberg located?
Amy Kristina Abitz Schwalenberg is based in PALM BEACH GARDENS, Florida, working with CONVERGENCE INVESTMENT PARTNERS, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Amy Kristina Abitz Schwalenberg charge for services?
Amy Kristina Abitz Schwalenberg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONVERGENCE INVESTMENT PARTNERS, LLC?
CONVERGENCE INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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