Confluence Investment Management Review


Trust Score 97%
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Last updated: June 26th, 2019. Data source: SEC filings.

Confluence Investment Management, federally registered in 2008, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 20 advisors. Confluence Investment Management manages $7.9 billion and provides investment advisory services for 18,813 clients (1:941 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $100,000
Average Client Balance $419,310
Hybrid Advisor No
Disciplinary History No
Total AUM $7.9 billion
Advisor / Client Ratio 1:941
Headquarters 20 Allen Avenue, Ste 300 Saint Louis, MO 63119
SEC Filings Forms and Brochures    (CRD # 146019)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY


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