Unclaimed Profile

Patricia Annette Dahl

CONFLUENCE INVESTMENT MANAGEMENT LLC·SAINT LOUIS, Missouri

Clean recordCONFLUENCE INVESTMENT MANAGEMENT LLC

20 ALLEN AVENUE, STE 300, SAINT LOUIS, MO 63119CRD# 2983778Firm CRD# 146019

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patricia Annette Dahl · SAINT LOUIS, MO

Registration

CRD #2983778 · CONFLUENCE INVESTMENT MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

CONFLUENCE INVESTMENT MANAGEMENT LLC

AUM

$7.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONFLUENCE INVESTMENT MANAGEMENT LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2983778

Firm CRD# 146019

View on FINRA BrokerCheck →

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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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