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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.
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. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
What is Convergent Financial Group?
Convergent Financial Group is a multi family office based in United States.
Where is Convergent Financial Group headquartered?
Convergent Financial Group is headquartered in United States, in the North America region.
What does Altss track for Convergent Financial Group?
Altss maintains an OSINT-verified profile of Convergent Financial Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Convergent Financial Group's website?
Convergent Financial Group's public website is convergentfg.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Convergent Financial Group?
Convergent Financial Group is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Convergent Financial Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Convergent Financial Group's Altss profile last updated?
Convergent Financial Group's profile on Altss was last refreshed on July 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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