CONVERT FINANCIAL SERVICES LLC

CONVERT FINANCIAL SERVICES LLC is an SEC-registered investment adviser (CRD 317759). Regulatory assets under management: $2.0M.

Registration

• CRD: 317759
• Type: Registered investment adviser
• Phone: 9894449728
• Latest filing: 2026-03-17
• Regulatory AUM: $2.0M
• Non-discretionary AUM: $2.0M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Hourly.

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 317759 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search