AdvisorOS Directory
Claim Profile
KT

Kathleen Ann Thornhill

CONFLUENCE WEALTH SERVICES, INC.·MCMURRAY, Pennsylvania
Unclaimed Profile
732 E MCMURRAY RD, MCMURRAY, PA 15317CRD# 6108382Firm CRD# 311980
01

About

Kathleen Ann Thornhill is a registered financial advisor based in MCMURRAY, Pennsylvania, affiliated with CONFLUENCE WEALTH SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONFLUENCE WEALTH SERVICES, INC.
CONFLUENCE FINANCIAL PARTNERS
AUM
$3.1B
Regulatory assets under management
Employees
69
Total firm employees
View all advisors at CONFLUENCE WEALTH SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6108382
Firm CRD# 311980
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MCMURRAY?

Browse all registered financial advisors in MCMURRAY, Pennsylvania or claim this profile if it's yours.

Browse MCMURRAY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kathleen Ann Thornhill offer?
Kathleen Ann Thornhill specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCMURRAY, Pennsylvania for a consultation.
What are Kathleen Ann Thornhill's credentials?
Kathleen Ann Thornhill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Ann Thornhill located?
Kathleen Ann Thornhill is based in MCMURRAY, Pennsylvania, working with CONFLUENCE WEALTH SERVICES, INC.. Their office serves clients in the MCMURRAY metropolitan area and surrounding communities.
How does Kathleen Ann Thornhill charge for services?
Kathleen Ann Thornhill's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONFLUENCE WEALTH SERVICES, INC.?
CONFLUENCE WEALTH SERVICES, INC. has approximately 69 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MCMURRAY
Geoffrey Gerber — TWIN CAPITAL MANAGEMENT INCJames Dorr Drake — TWIN CAPITAL MANAGEMENT INCJames Austin Wilding — CONFLUENCE WEALTH SERVICES, INC.Gregory Joseph Weimer — CONFLUENCE WEALTH SERVICES, INC.Gregory Joseph Weimer — CONFLUENCE WEALTH SERVICES, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile