CONVERGENT FINANCIAL STRATEGIES LLC
CONVERGENT FINANCIAL STRATEGIES LLC of PLYMOUTH MEETING, PA is an SEC-registered investment adviser (CRD 158192). Regulatory assets under management: $178.5M.
Registration
- CRD: 158192
- SEC file number: 801-120676
- Type: Registered investment adviser
- Location: 600 W GERMANTOWN PIKE, STE 400, PLYMOUTH MEETING, PA, 19462
- Phone: 484-477-4100
- Latest filing: 2023-01-19
- Regulatory AUM: $178.5M
- Non-discretionary AUM: $178.5M
- Clients: 4
- Accounts: 385
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SCHAPIRE ALAN MARK | CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| NADWODNY CARL STEPHEN | MEMBER; MEMBER, CHIEF INVESTMENT OFFICER | — |
More on this firm