Confluence Wealth Management Llc | kannada.com

Successful wealth management starts with you—your story, your hopes, your worries. Tell us all about them, and we’ll put decades of experience to work for you. Our wealth management advisors give plenty of personalized solutions and nonstop support at every stage of the wealth. Confluence Investment Management LLC. Confluence Investment Management was formed through the gathering of experienced investment professionals with a history of providing a wide range of professional portfolio management and advisory services to institutional and individual clients. Our Senior Team. With decades of experience, our accomplished and committed leaders offer deep perspective and passion to every client situation. 20/11/2019 · Confluence Wealth Management is a fee-only, independent firm that offers a full suite of wealth management services that empower clients to grow and preserve their wealth. We listen closely to understand our clients’ desires and complexities and take a proactive approach to find the most.

Confluence Wealth Management LLC operates as a wealth management firm. The Company offers retirement and estate planning, asset allocation, investment strategies, and financial advisory services. Confluence Wealth Management serves customers in the United States. Confluence Wealth Management LLC is an American private company located in Portland, OR, that provides investment advice. It was founded in 2011.

Confluence Wealth Management is based out of Portland. Confluence Wealth Management is a large advisory firm with 485 clients and discretionary assets under management AUM of $650,027,022 Form ADV from 2019-03-21. Confluence Wealth Management LLC is legally known as CONFLUENCE WEALTH MANAGEMENT LLC. It is an OR Limited Liability Company. This firm has 17 employees, of which 7 are employees in advisory roles. It serves 123 clients. Career Opportunities. Confluence Wealth Management, LLC, is an independent, fee-only wealth management firm located in Portland, Oregon. As a fiduciary, CWM primarily serves high net worth clients in the Pacific Northwest, but has clients across the country as well as U.S. citizens living abroad. During my tenure there, my research and commentary were featured in leading investment publications. I obtained my Chartered Financial Analyst CFA designation in 2000, and in 2002 I became a research and portfolio manager at a wealth management company later acquired by Confluence Wealth Management. Little known fact: I speak Korean. Confluence Wealth Management LLC has disclosed 114 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 204,161,000 USD. Actual Assets Under Management AUM is this value plus cash which is not disclosed.

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