CONVERGENCE FINANCIAL, LLC
Doing business as CONVERGENCE FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$903,955,351
Discretionary
$902,859,161
Non-discretionary
$1,096,190
Firm details
- CRD number
- 304146
- SEC file number
- 801-116738
- Main office
- COLUMBIA, MO, United States
- Employees
- 18
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.