LAURELHURST OPPORTUNITIES DEDICATED FUND
Financial services, namely, investment fund management services, investment fund advisory services, investment fund transfer…
Owned by: Convergent Wealth Advisors, LLC
Serial Number: 77217174
TAKOMA ALPHA DEDICATED FUND
Financial services, namely, investment fund management services, investment fund advisory services, investment fund transfer…
Owned by: Convergent Wealth Advisors, LLC
Serial Number: 77278842
INVEST WELL. MANAGE WELL. LIVE WELL.
Financial services, namely, portfolio analysis, financial advisory and consultancy services, financial planning services…
Owned by: Convergent Wealth Advisors, LLC
Serial Number: 77399945
WINDERMERE VALLIANT FUND
Hedge fund investment services; management of investment funds and hedge funds
Owned by: Convergent Wealth Advisors, LLC
Serial Number: 77525009
NEW IDEAS. SOUND ADVICE. MAKING IT HAPPEN.
Financial services, namely, portfolio analysis, financial advisory and consultancy services, financial planning services…
Owned by: Convergent Wealth Advisors, LLC
Serial Number: 77714990
THE RIGHT ADVICE MATTERS.
Filed: May 14, 2014
Financial advisory and wealth management services
Owned by: Convergent Wealth Advisors, LLC
Serial Number: 86280741
