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Home > Retirement Planners > washington > bellevue > CONFLUENCE FINANCIAL PARTNERS
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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|---|---|---|---|
| $475,093,919,406 | 163121 | 877 | |
| $82,657,150,657 | 146 | 653 | |
| $52,480,583,056 | 70944 | 653 | |
| $24,747,000,000 | 17 | 95 | |
| $23,026,995,111 | 77 | 656 |
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