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 $7,200,932,108 assets under management, offering retirement planning & investment advisory services to 17208 clients. The firm is staffed with 54 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146019
SEC#	801-68723
Assets Managed by Firm	$7,200,932,108
No. of Clients	17208
No. of Advisors	54

Fee Structure

A percentage of AUM

Advisory Services Provided

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	17208	$7,200,932,108
Individuals (other than high net worth individuals)	15801	$4,837,235,971
High net worth individuals	964	$1,739,372,246
Pension and profit sharing plans	69	$82,435,652
Charitable organizations	129	$140,138,074
Corporations or other businesses	242	$309,727,762

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