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Kathleen Ann Thornhill

CONFLUENCE WEALTH SERVICES, INC.·MCMURRAY, Pennsylvania
Clean recordCONFLUENCE WEALTH SERVICES, INC.
732 E MCMURRAY RD, MCMURRAY, PA 15317CRD# 6108382Firm CRD# 311980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen Ann Thornhill · MCMURRAY, PA
Registration
CRD #6108382 · CONFLUENCE WEALTH SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6108382
Firm CRD# 311980
View on FINRA BrokerCheck →

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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.
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Other Advisors at CONFLUENCE WEALTH SERVICES, INC.

Gregory Joseph Weimer
MCMURRAY, PA
Gregory Joseph Weimer
MCMURRAY, PA
James Austin Wilding
MCMURRAY, PA

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Research
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