Convergent Wealth Advisors

Entity
Company
Business address
12505 Park Potomac Ave, Suite 400, 20854 Potomac, MD
Phone
301-770-6300
State of incorporation
DE
Fiscal year end
December 31
Signature 13F
David Elliott - CCO
All SEC filings
View on sec.gov
Convergent Wealth Advisors has filed 32 SEC EDGAR filings since 5/17/2010

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-NT Open Document Open Filing Nov 9, 2017 Sep 30, 2017 028-13933
13F-NT Open Document Open Filing Aug 2, 2017 Jun 30, 2017 028-13933
13F-NT Open Document Open Filing May 11, 2017 Mar 31, 2017 028-13933
13F-NT Open Document Open Filing Feb 10, 2017 Dec 31, 2016 028-13933
13F-NT Open Document Open Filing Nov 8, 2016 Sep 30, 2016 028-13933
13F-NT Open Document Open Filing Aug 3, 2016 Jun 30, 2016 028-13933
13F-NT Open Document Open Filing May 10, 2016 Mar 31, 2016 028-13933
13F-NT Open Document Open Filing Feb 11, 2016 Dec 31, 2015 028-13933
13F-HR Open Document Open Filing Nov 16, 2015 Sep 30, 2015 028-13933
13F-HR Open Document Open Filing Aug 13, 2015 Jun 30, 2015 028-13933
13F-HR Open Document Open Filing May 13, 2015 Mar 31, 2015 028-13933
13F-HR Open Document Open Filing Feb 10, 2015 Dec 31, 2014 028-13933
13F-HR Open Document Open Filing Nov 12, 2014 Sep 30, 2014 028-13933
13F-HR Open Document Open Filing Aug 8, 2014 Jun 30, 2014 028-13933
13F-HR Open Document Open Filing May 14, 2014 Mar 31, 2014 028-13933
13F-HR Open Document Open Filing Feb 10, 2014 Dec 31, 2013 028-13933