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Patricia Annette Dahl

CONFLUENCE INVESTMENT MANAGEMENT LLC·SAINT LOUIS, Missouri
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20 ALLEN AVENUE, STE 300, SAINT LOUIS, MO 63119CRD# 2983778Firm CRD# 146019
01

About

Patricia Annette Dahl is a registered financial advisor based in SAINT LOUIS, Missouri, affiliated with CONFLUENCE INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
CONFLUENCE INVESTMENT MANAGEMENT LLC
CONFLUENCE INVESTMENT MANAGEMENT LLC
AUM
$7.2B
Regulatory assets under management
Employees
54
Total firm employees
View all advisors at CONFLUENCE INVESTMENT MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2983778
Firm CRD# 146019
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Annette Dahl offer?
Patricia Annette Dahl specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAINT LOUIS, Missouri for a consultation.
What are Patricia Annette Dahl's credentials?
Patricia Annette Dahl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Annette Dahl located?
Patricia Annette Dahl is based in SAINT LOUIS, Missouri, working with CONFLUENCE INVESTMENT MANAGEMENT LLC. Their office serves clients in the SAINT LOUIS metropolitan area and surrounding communities.
How does Patricia Annette Dahl charge for services?
Patricia Annette Dahl's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONFLUENCE INVESTMENT MANAGEMENT LLC?
CONFLUENCE INVESTMENT MANAGEMENT LLC has approximately 54 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAINT LOUIS
Anthony James Speranzo — AHV HOLDING COMPANY, LLCRobert Donald Millstone — MILLSTONE CAPITAL ADVISORS, LLCFred Flegel — MILLSTONE CAPITAL ADVISORS, LLCToby Warticovschi — MILLSTONE CAPITAL ADVISORS, LLCJoseph Raymond Impicciche — AHV HOLDING COMPANY, LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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