#1 Startup Dataset
Growth rates, revenue data, direct competitors and contact details.
Marcia Heyman Email
Administrative Director . Convergent Wealth Advisors
Potomac, MD
Locationm************@convergentwealth.com
Primary EmailHow to contact Marcia Heyman
Join and see Marcia's contact info for free!Current Roles
Employees:
31Revenue:
$6.2MAbout
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.Convergent Wealth Advisors Address
12505 Park Potomac AvenuePotomac, MD
United States