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CONVERGENCE FINANCIAL
3919 S. Providence Road
Columbia, Missouri 65203
Tel: (573) 818-2264
About CONVERGENCE FINANCIAL
CONVERGENCE FINANCIAL, formally registered with the SEC as CONVERGENCE FINANCIAL. The firm was established in 06/03/2019. They have over 11 offices throughout the country.
CONVERGENCE FINANCIAL is a Columbia, Missouri based Financial Planning firm with nearly $422,444,754 assets under management, offering retirement planning & investment advisory services to 2651 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304146 |
| SEC# | 801-116738 |
| Assets Managed by Firm | $422,444,754 |
| No. of Clients | 2651 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2651 | $422,444,754 |
| Individuals (other than high net worth individuals) | 1930 | $214,726,928 |
| High net worth individuals | 319 | $200,755,435 |
| Pension and profit sharing plans | Fewer than 5 clients | $951,232 |
| Charitable organizations | 13 | $2,770,374 |
| Corporations or other businesses | 7 | $3,240,785 |
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|---|---|---|---|
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 | |
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