Overview
Assets Under Management: $7.3 billion
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 24
Average Client Assets: $197 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.11
Average High-Net-Worth Client Assets: $197 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