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Multi-Family OfficeRIA · CRD 290052State-Registered Investment Adviser

Updated:

Convergent Financial Group

Convergent Financial Group is a state-registered investment adviser in Mount Pleasant, SC. The firm manages approximately $72 million in regulatory assets.

Overview

Convergent Financial Group is a state-registered investment adviser in Mount Pleasant, SC. The firm manages approximately $72 million in regulatory assets. It has 3 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

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