TrueAdvisor
TrueAdvisor
MS
MS

Matthew David Sinkovitz

Confluence Investment Management LLC
12 Years of Experience
View SEC Summary
View SEC Summary
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

3201 Enterprise Parkway, Suite 495, Beachwood, OH, 44122

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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.

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Employment History
Current Registrations
Confluence Investment Management LLC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Gratry & Company, LLC
March 2013 - May 2018 · 5 yrs 2 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.