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CONVERGENCY PARTNERS ADVISORS LLC

CRD 326447

Visit website

265 FRANKLIN STREET, SUITE 1702, BOSTON, MA, 02110, United States

Phone

(617) 834-2262

Fax

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

4 total employees; 3 advisory reps

Clients

Fees

Fixed fees; PERCENTAGE OF INVESTMENT MANAGEMENT FEES CHARGED BY ITS CUSTOMER

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

Services

CONSULTING TO ASSET WEALTH AND FUND MANAGERS

Client types

TypeClientsAUM
Investment companies1$0

All web addresses on file

Official SEC filing: View on IAPD