Convergence Advisory Group

RIASEC Registered
Total AUM
$105M
Discretionary
$105M
100% of AUM
Avg account
$171K
Accounts
612
Employees
6
Advisory reps
5

Firm details

Headquarters
Omaha, Nebraska
CRD number
308408
Website
convergenceplan.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals52.76%
  • HNWI47.24%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Convergence Advisory Group is an independent, owner-operated RIA that serves individuals and families. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses, supplemented by educational seminars and workshops. The firm charges either a percentage of assets under management or fixed fees. It does not identify as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 16%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Derivatives 1%, Private Funds 1%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds2%
  • Non-Exchange Traded Equities1%

Contacts

3 of 5
  • Nathan Magdanz

    Nathan Magdanz

    Financial AdvisorCRD 5230037

  • Andrew Wacker

    Andrew Wacker

    Founder & PartnerCRD 4507611

  • Anthony Manganaro

    Anthony Manganaro

    PartnerCRD 4530239

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Omaha, NE

Douglas

Location

Omaha, NE

Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
Douglas
Address
12020 Shamrock Plz
Time zone
CT (UTC-6)
Office locations

Similar firms

Fairway Asset Management, LLC

RIA

Omaha, NE

AUM $117MTEAM 4REPS 3

Agman Capital

RIA

Omaha, NE

AUM $140MTEAM 3REPS 1

Intentional Retirement, LLC

RIA

Omaha, NE

AUM $150MTEAM 2REPS 1

Ellerbrock-Norris Wealth Strategies LLC

RIA

Omaha, NE

AUM $172MTEAM 2REPS 2

Walnut Private Equity Partners, LLC

RIA

Omaha, NE

AUM $173MTEAM 3REPS 6

Sanders Retirement Planning LLC

RIA

Omaha, NE

AUM $62.3MTEAM 2REPS 2
More RIAs in Omaha →All Nebraska RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth