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CONFLUENCE INVESTMENT MANAGEMENT LLC
CONFLUENCE INVESTMENT MANAGEMENT LLC
SAINT LOUIS, Missouri
·
8 registered advisors
·
CRD# 146019
SEC# 801-68723
3
314-743-5090
01
Firm Overview
AUM
$7.2B
Regulatory assets under management
Employees
54
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CONFLUENCE INVESTMENT MANAGEMENT LLC
8 registered advisors
Daniel Thomas Winter
SAINT LOUIS, Missouri
CRD# 1851089
David Brian Miyazaki
SAINT LOUIS, Missouri
CRD# 2225242
Frederick Christian Stein
SAINT LOUIS, Missouri
CRD# 2856553
John M Wobbe
SAINT LOUIS, Missouri
CRD# 3114376
Mark Alan Keller
SAINT LOUIS, Missouri
CRD# 1026805
Patricia Annette Dahl
SAINT LOUIS, Missouri
CRD# 2983778
Thomas William Dugan
SAINT LOUIS, Missouri
CRD# 4862325
Tore Lars Stole
SAINT LOUIS, Missouri
CRD# 1470364
05
Office Locations
SAINT LOUIS, Missouri
8 advisors
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Data sourced from SEC Form ADV filings. CONFLUENCE INVESTMENT MANAGEMENT LLC (CRD# 146019) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.