Michael James Kelnosky

Confluence Investment Management LLC

21 Years of Experience

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Areas of Practice

Investment Management

Confluence Investment Management LLC

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

16,135 clients

Average Client Portfolio

$449K average

Assets Under Management

$7.3B

Fee Structure

Financial Planning:Investment management only

Location

20 Allen Avenue, Suite 300, Webster Groves, MO, 63119

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Confluence Investment Management LLC

July 2020 - Present · 5 yrs 7 mos

Previous Registrations

Tortoise Credit Strategies, LLC

June 2016 - July 2020 · 4 yrs 1 mo

Bradford & Marzec, LLC

January 2011 - June 2016 · 5 yrs 5 mos

Calamos Advisors LLC

July 2001 - November 2007 · 6 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.