CONFLUENCE FINANCIAL PARTNERS

732 E Mcmurray Rd
Mcmurray, Pennsylvania 15317
Tel: 724-271-8801

About CONFLUENCE FINANCIAL PARTNERS

CONFLUENCE FINANCIAL PARTNERS, formally registered with the SEC as CONFLUENCE FINANCIAL PARTNERS. The firm was established in 04/05/2021. They have over 8 offices throughout the country.

CONFLUENCE FINANCIAL PARTNERS is a Mcmurray, Pennsylvania based Financial Planning firm with nearly $3,055,505,438 assets under management, offering retirement planning & investment advisory services to 8055 clients. The firm is staffed with 69 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311980
SEC#	801-120711
Assets Managed by Firm	$3,055,505,438
No. of Clients	8055
No. of Advisors	69

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	8055	$3,055,505,438
Individuals (other than high net worth individuals)	1946	$631,867,793
High net worth individuals	636	$2,295,849,196
Pension and profit sharing plans	30	$14,944,031
Charitable organizations	11	$32,092,377
Corporations or other businesses	42	$64,817,429

More Retirement Planning firms in Mcmurray, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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