CONVERGENCE ADVISORY GROUP

CONVERGENCE ADVISORY GROUP of OMAHA, NE is an SEC-registered investment adviser (CRD 308408). Regulatory assets under management: $104.5M.

Registration

• CRD: 308408
• Type: Registered investment adviser
• Location: 12020 SHAMROCK PLAZA, OMAHA, NE, 68154
• Phone: 402-991-5600
• Latest filing: 2026-06-12
• Regulatory AUM: $104.5M
• Discretionary AUM: $104.5M
• Clients: 6
• Accounts: 612

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308408 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search