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Building 2CONVERGENT FINANCIAL STRATEGIES LLC

Map pinPLYMOUTH MEETING, PA
Phone484-477-4100
NotebookSEC #801-120676
Total AUM
$178.5M
Employees
3
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 W GERMANTOWN PIKE
STE 400
PLYMOUTH MEETING
PA 19462
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
484-477-4100
Other Offices
2

ReceiptFinancials

Total AUM
$178.5M
Accounts
385
Discretionary
$0
Accounts
0
Non-Discretionary
$178.5M
Accounts
385

ContactClients

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Individual Clients
20
AUM
$10.5M
HNW Individual Clients
65
AUM
$167.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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