Investment adviser · CRD 158192
CONVERGENT FINANCIAL STRATEGIES LLC
Investment adviser filing (IA)
PLYMOUTH MEETING, PA, United States · Form ADV filed Jan 19, 2023
- Regulatory AUM
- $178M Form ADV · Item 5.F
- Client accounts
- 385 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 65 | $167,923,234 | 94.1% |
| Individuals | 20 | $10,531,300 | 5.9% |
Filing source
Form ADV 1703246 · Jan 19, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 19, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters
Compensation
Hourly · Fixed
Principal office
600 W GERMANTOWN PIKE, STE 400PLYMOUTH MEETING, PA, 19462, United States
CRD 158192
Filing source
Form ADV 1703246 · Jan 19, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.