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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-05-2020
- Office Locations
- 1
Office Locations
About Convergence Advisory Group
Convergence Advisory Group is an independent, fiduciary retirement planning and wealth management firm serving retirees and pre-retirees. The team builds personalized roadmaps across accumulation (growth, downside and tax-aware strategies), retirement income distribution, and legacy planning, and publishes its advisory fee schedule online; client assets are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NATHAN MAGDANZ
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5230037
- Ownership
- 25% but less than 50%
ANDREW JOHN WACKER
Advisor, Managing Member
- CRD
- #4507611
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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TYLER KANNE
Financial Advisor, General Partner
- CRD
- #6242510
Colton Koehler
Financial Advisor, General Partner
- CRD
- #5989391
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,549,298 | -- |
| Non-Discretionary | $0 | -- |
| Total | $104,549,298 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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