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David James Abitz

CONVERGENCE INVESTMENT PARTNERS, LLC·PALM BEACH GARDENS, Florida
Unclaimed Profile
3801 PGA BLVD., PALM BEACH GARDENS, FL 33410-2757CRD# 2650834Firm CRD# 148472
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About

David James Abitz 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.

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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# 2650834
Firm CRD# 148472
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in PALM BEACH GARDENS
Peter David Cummings — COMMUNITY REINVESTMENT ADVISORS, INC.Darlene G Franze — TULLIS HEALTH INVESTORS OF FLORIDA LLCBarry Richard Rittman — GWN SECURITIES INC.Curtis Lee Lyman — CAPITAL MARKET STRATEGIES LLCDavid Sean Rich — GLADSTONE INSTITUTIONAL ADVISORY LLC
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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