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Building 2CONVERGENCE FINANCIAL

Map pinCOLUMBIA, MO
Phone(573) 818-2264
NotebookSEC #801-116738
Total AUM
$904M
Employees
18
Clients
2,714

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
3919 S. PROVIDENCE ROAD
COLUMBIA
MO 65203
United States
Operating Hours
8-5
Monday - Friday
Phone
(573) 818-2264
Other Offices
13

ReceiptFinancials

Total AUM
$904M
Accounts
4,725
Discretionary
$902.9M
Accounts
4,697
Non-Discretionary
$1.1M
Accounts
28

ContactClients

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Individual Clients
2,018
AUM
$294.6M
HNW Individual Clients
647
AUM
$582.7M
Pension/Profit Sharing Plan Clients
9
AUM
$2.7M
Charitable Organization Clients
18
AUM
$6.3M
Corporation or Business Clients
22
AUM
$17.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
ARAZCACOFLGAIAILINKSLAMDMIMNMOMTNCNENHNYOHPASCTNTXUTVAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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