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CONVERGENCE INVESTMENT PARTNERS, LLC
CONVERGENCE INVESTMENT PARTNERS, LLC
PALM BEACH GARDENS, Florida
·
8 registered advisors
·
CRD# 148472
SEC# 801-69707
0
561-494-8001
01
Firm Overview
AUM
$234M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CONVERGENCE INVESTMENT PARTNERS, LLC
8 registered advisors
Amy Kristina Abitz Schwalenberg
PALM BEACH GARDENS, Florida
CRD# 3073822
David James Abitz
PALM BEACH GARDENS, Florida
CRD# 2650834
John Christopher Callen
PALM BEACH GARDENS, Florida
CRD# 2236866
Jonathan Gerald Franklin
PALM BEACH GARDENS, Florida
CRD# 4984260
Justin Evans Neuberg
PALM BEACH GARDENS, Florida
CRD# 6224180
Kenneth Eugene Mayer
PALM BEACH GARDENS, Florida
CRD# 4603761
Prasad Nanisetty
PALM BEACH GARDENS, Florida
CRD# 2578792
Todd John Hanson
PALM BEACH GARDENS, Florida
CRD# 1910727
05
Office Locations
PALM BEACH GARDENS, Florida
8 advisors
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Data sourced from SEC Form ADV filings. CONVERGENCE INVESTMENT PARTNERS, LLC (CRD# 148472) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.