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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
Assets Under Mgmt
$6.93B
Investment Professionals
23
Locations
3
% 401K & Individual
% Discretionary
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
Reviews for Confluence Investment Management Llc
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