CONVERGENCY PARTNERS ADVISORS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
326447
Fee structure
Fixed Fees, Other

Firm profile

FINTRX

Overview

Convergency Partners Advisors LLC is organized as a limited liability company that serves institutional clients. The firm reports a fee model that includes fixed fees and other fee arrangements rather than traditional AUM‑percentage billing. It is classified as unclassified in the available data and is not identified as a capital allocator. The adviser is noted as a domestic entity with individual ownership and is not characterized as a multi‑state adviser or a newly formed adviser. The profile also indicates the firm does not identify as an active ESG investor and does not act as a pension consultant or a related adviser to another registered manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • ERIC HOERDEMANN

    PartnerCRD 4507319

  • JEFFREY MILLER

    PartnerCRD 1792014

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
265 Franklin St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth