Convergent Wealth Advisors
Financial Services, Park Potomac Ave Ste 400, Potomac, , 20854, Maryland, 12505, United States, 51-200 Employees
Phone Number: +13*********
Who is CONVERGENT WEALTH ADVISORS
Convergent Wealth Advisors is a recognized industry leader, providing customized financial solutions to wealthy individuals and families. As a Financial Family Office, Convergent offers a...
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Headquarters: 12505 Park Potomac Ave Ste 400, Potomac, Maryland, 20854, United States
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Date Founded: 1994
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Employees: 51-200
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Revenue: $25 Million to $50 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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Frequently Asked Questions Regarding Convergent Wealth Advisors
Answer: Convergent Wealth Advisors's headquarters are located at Park Potomac Ave Ste 400, Potomac, , 20854, Maryland, 12505, United States
Answer: Convergent Wealth Advisors's phone number is +13*********
Answer: Convergent Wealth Advisors's official website is https://convergentwealth.com
Answer: Convergent Wealth Advisors's revenue is $25 Million to $50 Million
Answer: Convergent Wealth Advisors's SIC: 6282
Answer: Convergent Wealth Advisors has 51-200 employees
Answer: Convergent Wealth Advisors is in Financial Services
Answer: Convergent Wealth Advisors contact info: Phone number: +13********* Website: https://convergentwealth.com
Answer: Convergent Wealth Advisors is a recognized industry leader, providing customized financial solutions to wealthy individuals and families. As a Financial Family Office, Convergent offers a true family office experience and relevant services at a far lower cost than a full service, internal family office. Convergent provides a full scope of financial services on a bundled or unbundled basis: 1. Financial Planning 2. Legacy Planning 3. Investment & Portfolio Oversight 4. Asset Management Convergent is a subsidiary of RBC USA Holdco and an affiliate of City National Bank. Convergent is headquartered in the Washington Metro Area, with offices in New York City, Los Angeles, and Portland, OR.
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