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Convergence Financial, LLC

● SEC registered since 2019CRD 304146SEC# 801-116738Columbia, MO
Export (members)
Reg. AUM
$703.4M
Employees
18
Accounts
3,609
Location
Columbia, MO

Convergence Financial, LLC assets under management

Convergence Financial, LLC operates as an SEC-registered investment adviser based in Columbia, MO. The firm has been registered since 2019. It reports $703.4 million in regulatory assets under management and employs 18 people.
convergencemn.comView on SEC.gov ↗

Convergence Financial, LLC owners & executives

5 reported
NameTitleOwnershipSince
Cathleen Anne WrisbergChief Compliance OfficerUnder 5%2024
Glhc, LLC ControlMember10-25%2019
Travis Earl Cook ControlCeo And MemberOver 75%2019
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Frequently asked questions

How much does Convergence Financial, LLC manage?

Convergence Financial, LLC reports $703.4 million in regulatory assets under management on its Form ADV.

How many employees does Convergence Financial, LLC have?

Convergence Financial, LLC reports 18 employees.

Where is Convergence Financial, LLC located?

Convergence Financial, LLC is based in Columbia, MO and has been SEC-registered since 2019.

Does Convergence Financial, LLC disclose fund performance?

Convergence Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3919 S. Providence Road, Columbia, MO 65203
Phone(573) 818-2264
Fax(573) 826-4488
Office hours5-Aug
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$702.5M
Non-discretionary$941K
Total (RAUM)$703.4M