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CONFLUENCE WEALTH MANAGEMENT LLC
CONFLUENCE WEALTH MANAGEMENT LLC
PORTLAND, Oregon
·
6 registered advisors
·
CRD# 107810
SEC# 801-56974
0
503-221-7595
01
Firm Overview
AUM
$782M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CONFLUENCE WEALTH MANAGEMENT LLC
6 registered advisors
David Morganstern
PORTLAND, Oregon
CRD# 2727921
Kathleen Jade Kee
PORTLAND, Oregon
CRD# 1133926
Lantz Kent Stringham
PORTLAND, Oregon
CRD# 2527948
Marilyn Ruth Bergen
PORTLAND, Oregon
CRD# 1180491
Scott Layne Hultsman
PORTLAND, Oregon
CRD# 2812372
Waiyee Carmen Wong
PORTLAND, Oregon
CRD# 5833855
05
Office Locations
PORTLAND, Oregon
6 advisors
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Data sourced from SEC Form ADV filings. CONFLUENCE WEALTH MANAGEMENT LLC (CRD# 107810) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.