Overview
Assets Under Management: $7.3 billion
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 1,055
Average Client Assets: $2 million
Frequently Asked Questions
CONFLUENCE INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146019), CONFLUENCE INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
CONFLUENCE INVESTMENT MANAGEMENT LLC is headquartered in SAINT LOUIS, MO.
CONFLUENCE INVESTMENT MANAGEMENT LLC serves 1,055 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, CONFLUENCE INVESTMENT MANAGEMENT LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
CONFLUENCE INVESTMENT MANAGEMENT LLC manages $7.3 billion in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, CONFLUENCE INVESTMENT MANAGEMENT LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1,055
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.29
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 16,134
Discretionary Accounts: 16,134
Regulatory Filings
CRD Number: 146019
Filing ID: 1964026
Last Filing Date: 2025-03-21 08:41:00
Website: https://confluenceim.com