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Building 2CONVERGENT WEALTH ADVISORS, LLC

Map pinBEVERLY HILLS, CA
Phone310-888-6460
NotebookSEC #801-67788
Total AUM
$19.5M
Employees
1
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 NORTH ROXBURY
BEVERLY HILLS
CA 90210
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
310-888-6460
Other Offices
1

ReceiptFinancials

Total AUM
$19.5M
Accounts
3
Discretionary
$19.5M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$19.5M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other Fee
Other Compensation
LIQUIDATING FUNDS, NO FEES ARE BEING COLLECTED

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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