Unclaimed Profile

David James Abitz

CONVERGENCE INVESTMENT PARTNERS, LLC·PALM BEACH GARDENS, Florida

Series 6, Series 63, Series 65Clean record30 years registeredCONVERGENCE INVESTMENT PARTNERS, LLC

3801 PGA BLVD., PALM BEACH GARDENS, FL 33410-2757CRD# 2650834Firm CRD# 148472

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David James Abitz · PALM BEACH GARDENS, FL

Registration

CRD #2650834 · CONVERGENCE INVESTMENT PARTNERS, LLC · 30 years registered

Brand Profile

Not yet started

Career History

CONVERGENCE INVESTMENT PARTNERS, LLC

Dec 2009 – present

QIS ADVISORS LLC

Nov 2004 – Dec 2008

SAN MARCOS, CA

M&I INVESTMENT MANAGEMENT CORP.

Oct 1995 – Sep 2004

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · October 2, 1995

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONVERGENCE INVESTMENT PARTNERS, LLC

CRD 148472 · SEC 801-69707

AUM

$234M

Regulatory assets under management

Employees

349 client accounts

Services offered by CONVERGENCE INVESTMENT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at CONVERGENCE INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does David James Abitz offer?

David James Abitz specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PALM BEACH GARDENS, Florida for a consultation.

What are David James Abitz's credentials?

David James Abitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David James Abitz located?

David James Abitz 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 David James Abitz charge for services?

David James Abitz'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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