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CONVERGENCY PARTNERS ADVISORS LLC
CRD 326447
265 FRANKLIN STREET, SUITE 1702, BOSTON, MA, 02110, United States
Phone
(617) 834-2262
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Fixed fees; PERCENTAGE OF INVESTMENT MANAGEMENT FEES CHARGED BY ITS CUSTOMER
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
CONSULTING TO ASSET WEALTH AND FUND MANAGERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $0 |
All web addresses on file
Official SEC filing: View on IAPD