CONVERGENT WEALTH ADVISORS INC

Overview

Convergent Wealth Advisors Inc. is a limited liability company that operates as a broker-dealer and also serves as a commodity pool operator (CPO) or commodity trading advisor (CTA). The firm focuses on investment activities that include a range of asset classes, with a particular emphasis on private equity. Although it is not classified under a specific advisory category, its business model allows for a diverse approach to investment management. The firm is not currently recognized as an active ESG investor and does not operate as a multi-state adviser.

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Location & Offices