CONFLUENCE INVESTMENT MANAGEMENT LLC

20 Allen Avenue, Ste 300
Saint Louis, Missouri 63119
Tel: 314-743-5090

About CONFLUENCE INVESTMENT MANAGEMENT LLC

CONFLUENCE INVESTMENT MANAGEMENT LLC, formally registered with the SEC as CONFLUENCE INVESTMENT MANAGEMENT LLC. The firm was established in 01/10/2008. They have over 4 offices throughout the country.

CONFLUENCE INVESTMENT MANAGEMENT LLC is a Saint Louis, Missouri based Financial Planning firm with nearly $6,928,892,883 assets under management, offering retirement planning & investment advisory services to 17616 clients. The firm is staffed with 47 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146019
SEC#	801-68723
Assets Managed by Firm	$6,928,892,883
No. of Clients	17616
No. of Advisors	47

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	17616	$6,928,892,883
Individuals (other than high net worth individuals)	16310	$4,715,471,665
High net worth individuals	838	$1,562,355,970
Pension and profit sharing plans	76	$82,087,420
Charitable organizations	126	$154,983,918
Corporations or other businesses	263	$326,736,540

Inquire with CONFLUENCE INVESTMENT MANAGEMENT LLC

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