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CONGRUENCE CAPITAL, PB LLC
CONGRUENCE CAPITAL, PB LLC
LOS ANGELES, California
·
5 registered advisors
·
CRD# 328559
SEC# 801-131703
0
213-757-8220
01
Firm Overview
AUM
$94M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at CONGRUENCE CAPITAL, PB LLC
5 registered advisors
Brett Frederic Hoff
LOS ANGELES, California
CRD# 7813136
Harvey Huawei Li
LOS ANGELES, California
CRD# 6463762
Joshua John Nip
LOS ANGELES, California
CRD# 6025705
Mark Rosenthal Kramer
LOS ANGELES, California
CRD# 7813143
Mikayla Harmony Hart
LOS ANGELES, California
CRD# 7813140
05
Office Locations
LOS ANGELES, California
5 advisors
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Data sourced from SEC Form ADV filings. CONGRUENCE CAPITAL, PB LLC (CRD# 328559) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.