CONVERGENT FINANCIAL STRATEGIES LLC
CRD #158192 SEC #801-120676 PLYMOUTH MEETING, PA 484-477-4100
SEC Registered
Total AUM
$178.5M
Discretionary
$0
Employees
3
Clients
51
Accounts
385
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2023 | $178.5M | $0 | $178.5M | 4 | 7 |
| Mar 2022 | $178.5M | $0 | $178.5M | 4 | 7 |
| Aug 2021 | $136M | $0 | $136M | 4 | 7 |
| Apr 2021 | $136M | $0 | $136M | 4 | 7 |
| Mar 2021 | $136M | $0 | $136M | 4 | 7 |
| Mar 2021 | $136M | $0 | $136M | 3 | 7 |
| Mar 2021 | $136M | $0 | $136M | 3 | 7 |
| Mar 2021 | $136M | $0 | $136M | 3 | 7 |
DateJan 2023
Total AUM$178.5M
Discretionary$0
Non-Disc.$178.5M
Employees4
Clients7
DateMar 2022
Total AUM$178.5M
Discretionary$0
Non-Disc.$178.5M
Employees4
Clients7
DateAug 2021
Total AUM$136M
Discretionary$0
Non-Disc.$136M
Employees4
Clients7
DateApr 2021
Total AUM$136M
Discretionary$0
Non-Disc.$136M
Employees4
Clients7
DateMar 2021
Total AUM$136M
Discretionary$0
Non-Disc.$136M
Employees4
Clients7
DateMar 2021
Total AUM$136M
Discretionary$0
Non-Disc.$136M
Employees3
Clients7
DateMar 2021
Total AUM$136M
Discretionary$0
Non-Disc.$136M
Employees3
Clients7
DateMar 2021
Total AUM$136M
Discretionary$0
Non-Disc.$136M
Employees3
Clients7