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Convergence Financial, LLC

EST. AUM
$903,955,351

CONTACTS

CLIENT ACCOUNTS
4,725

Firm Details

Metro area St. Louis
CRD Number 304146
Website convergence-financial.com
Client types

Overview

Convergence Financial is a Missouri-based registered investment adviser (RIA) founded in 2019. The firm provides independent investment advice and comprehensive financial planning through a "process-driven" approach centered on its three priorities: Investing, Planning, and Service. Serving individuals, families, and business entities, the firm manages assets on both a discretionary and non-discretionary basis. Convergence Financial operates as a multi-team RIA, supporting a network of independent financial professionals with home-office resources and a structured digital platform.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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