CONVERGENCE ADVISORY GROUP

Overview

Convergence Advisory Group is an independent registered investment adviser organized as an LLC and owned by an individual. It focuses on serving individual and family clients through a mix of fee models (ad valorem AUM fees and fixed fees). Core service lines documented in regulatory filings include financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm is not positioned as a capital allocator, does not describe itself as an active ESG investor, and is not registered as a multi-state adviser or pension consultant in its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices