CONVERGENCE INVESTMENT PARTNERS, LLC

3801 Pga Blvd.
Suite 1001
Palm Beach Gardens, Florida 33410-2757
Tel: 561-494-8001

About CONVERGENCE INVESTMENT PARTNERS, LLC

CONVERGENCE INVESTMENT PARTNERS, LLC, formally registered with the SEC as CONVERGENCE INVESTMENT PARTNERS, LLC. The firm was established in 10/28/2008. They have over 1 offices throughout the country.

CONVERGENCE INVESTMENT PARTNERS, LLC is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $233,544,591 assets under management, offering retirement planning & investment advisory services to 349 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148472
SEC#	801-69707
Assets Managed by Firm	$233,544,591
No. of Clients	349
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	349	$233,544,591
High net worth individuals	237	$147,087,035
Charitable organizations	Fewer than 5 clients	$30,153,838
Other investment advisers	99	$18,027,011
Corporations or other businesses	6	$2,492,662

More Retirement Planning firms in Palm Beach Gardens, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

Explore More Retirement Advisors in Palm Beach Gardens, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.