Assets Under Management
$7.3B
Number of Clients
16,135
Number of Advisors
9
Average Client AUM
$449K
AUM per Advisor
$805.8M
Compensation
Fee-Only (AUM)
Confluence Investment Management provides portfolio management services focused on equity, asset allocation, balanced, alternative, and sector strategies. Clients include individuals, financial institutions, corporations, and registered investment companies. Services are offered through financial advisors or directly to clients, limited to portfolio management.
20 Allen Avenue, Ste 300, Saint Louis, MO, 63119