CONFLUENCE INVESTMENT MANAGEMENT LLC
Saint Louis, Missouri
5.0
1 Review
Confluence Investment Management LLC, a prominent local investment advisory firm based out of Saint Louis, MO, specializes in managing assets for a diverse client base. With over 16,310 individual clients and a staggering $6,928,893,000 in assets under management, they have established themselves as a trusted name in the industry. The firm's success can be attributed to their extensive experience in handling both employer 401Ks and individual portfolios, which together constitute approximately half of their assets under management. Confluence Investment Management LLC takes pride in offering discretionary management services, en...
See more
Loading...

Assets Under Mgmt

$6.93B

Investment Professionals

23

Locations

3

% 401K & Individual

68%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other: MODEL PROVIDER, UIT SECURITY SELECTION AND SUPERVISION
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.