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CONVERGENT FINANCIAL GROUP
CONVERGENT FINANCIAL GROUP, LLC
CRD 290052
3850 BESSEMER ROAD, STE 210, MOUNT PLEASANT, SC, 29466, United States
Phone
843-972-4402
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$72.1M
Discretionary AUM
$72.1M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 161 | $29.7M |
| High net worth individuals | 49 | $42.5M |
All web addresses on file
Official SEC filing: View on IAPD