Overview
Assets Under Management: $679 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 241
Average Client Assets: $2.4 million
Frequently Asked Questions
CONFLUENCE WEALTH 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 #107810), CONFLUENCE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
CONFLUENCE WEALTH MANAGEMENT LLC is headquartered in PORTLAND, OR.
CONFLUENCE WEALTH MANAGEMENT LLC serves 241 high-net-worth clients according to their SEC filing dated October 26, 2018. View client details ↓
According to their SEC Form ADV, CONFLUENCE WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CONFLUENCE WEALTH MANAGEMENT LLC manages $679 million in client assets according to their SEC filing dated October 26, 2018.
According to their SEC Form ADV, CONFLUENCE WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 241
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.38%
Average Client Assets: $2.4 million
Total Client Accounts: 1,441
Discretionary Accounts: 1,432
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 107810
Filing ID: 1248353
Last Filing Date: 2018-10-26 18:19:00