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Building 2CONFLUENCE FINANCIAL PARTNERS

Map pinMCMURRAY, PA
Phone724-271-8801
NotebookSEC #801-120711
Total AUM
$6.8B
Employees
70
Clients
4,879

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
732 E MCMURRAY RD
MCMURRAY
PA 15317
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
724-271-8801
Other Offices
8

ReceiptFinancials

Total AUM
$6.8B
Accounts
15,388
Discretionary
$6.5B
Accounts
14,701
Non-Discretionary
$323.3M
Accounts
687

ContactClients

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Individual Clients
3,158
AUM
$1.2B
HNW Individual Clients
1,540
AUM
$5.1B
Investment Company Clients
1
AUM
$441.4K
Pension/Profit Sharing Plan Clients
63
AUM
$187.9M
Charitable Organization Clients
71
AUM
$177.6M
Government Entity Clients
2
AUM
$18.2M
Corporation or Business Clients
38
AUM
$120.5M
Other Clients
6
AUM
$39.6M
Description of Other Clients
TESTAMENTARY TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCDEFLGAHIILINKYLAMAMDMIMNMONCNHNJNMNVNYOHORPASCTNTXUTVAWAWIWV

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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