About Douglas L. Wolford of CONVERGENT WEALTH
Douglas L. Wolford is Member / Chief Executive Officer at Convergent Wealth Advisors and has been affiliated with Convergent Wealth Advisors since July-2010.
Convergent Wealth Advisors is an investment advisor that manages 8.2 BN dollars in regulatory AUM and has 67 employees, of which 42 perform investment advisory functions. The managers's latest filing has disclosed 442MM in positions, which represents 5% of the manager's regulatory AUM.
For more on Convergent Wealth Advisors including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Convergent Wealth Advisors is an investment advisor that manages 8.2 BN dollars in regulatory AUM and has 67 employees, of which 42 perform investment advisory functions. The managers's latest filing has disclosed 442MM in positions, which represents 5% of the manager's regulatory AUM.
For more on Convergent Wealth Advisors including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
CONVERGENT WEALTH StockAlpha
| Top 25% |
StockAlpha
3 yr performance attributed to stock picking: N/A/yr
Co-workers of Douglas L. Wolford at CONVERGENT WEALTH
| Name | Title | In Position Since |
|---|
| David B. Elliott | Chief Compliance Officer/Member | March-2007 |
| David B. Elliott | Chief Financial Officer/Member | March-2007 |
| Steven D. Lockshin | Member / Board Member | March-2007 |
| William J. Freeman | Director | May-2007 |
| Richard S. Gershen | Chairman Of The Board | February-2011 |
| Michael J. Pagano | Board Member | April-2013 |
| William D. Bancroft | Member / Chief Operating Officer | December-2014 |
Fundamental & Technical Factor Exposure
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Douglas L. Wolford Office Address
12505 PARK POTOMAC AVE.
SUITE 400
POTOMAC, Maryland
UNITED STATES, 20854
SUITE 400
POTOMAC, Maryland
UNITED STATES, 20854
Douglas L. Wolford Contact Information
Phone Number: 301-770-6300
Fax Number: 888-444-6347
Website: null
Fax Number: 888-444-6347
Website: null
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