CONVERGENT WEALTH Overview

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 manager's has disclosed holdings from 12/31/09 to 09/30/15. The fund's latest filing disclosed 442MM in positions, representing 5% of the manager's regulatory AUM.

CONVERGENT WEALTH StockAlpha

-8.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CONVERGENT WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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Pensions & Investments logo
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CONVERGENT WEALTH Founders and Key Employees

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
Douglas L. Wolford Member / Chief Executive Officer July-2010
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

CONVERGENT WEALTH Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro

CONVERGENT WEALTH Investment Strategy

Item 8).

If clients make contributions during the quarter, Convergent reserves the right to bill the client for a pro-rata portion of the contributed assets to the investment account. Clients may be provided with a pro-rata refund when clients withdraw funds from the investment account during a calendar quarter. Any fixed fees adjusted by the CPI will be increased by CPI as defined by All Urban Consumers – US All Items 1982-84=100 CPI Index
percent change over the previous 12 months.

Fixed Annual Retainer Fees

Fixed annual retainer fees range from $100,000 and up, but certain clients may have lower retainer fees than
$100,000 per annum. These fees are at the sole discretion of management.

Project Fees

Project fees generally start at $50,000, though some projects may have lower fees based on the scope of the project. These fees are at the sole discretion of management. Client fees are usually not stated on a project...
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CONVERGENT WEALTH Portfolio Concentration

CONVERGENT WEALTH Location

12505 PARK POTOMAC AVE.
SUITE 400
POTOMAC, Maryland
UNITED STATES, 20854

CONVERGENT WEALTH Contact Information

Phone Number: 301-770-6300
Fax Number: 888-444-6347
Website:

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