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Building 2CONFLUENCE WEALTH MANAGEMENT LLC

Map pinPORTLAND, OR
Phone503-221-7595
NotebookSEC #801-56974
Total AUM
$782.2M
Employees
17
Clients
505

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1211 SW FIFTH AVE
STE 1200
PORTLAND
OR 97204
United States
Operating Hours
8AM -5PM
Monday - Friday
Phone
503-221-7595

ReceiptFinancials

Total AUM
$782.2M
Accounts
1,373
Discretionary
$772.3M
Accounts
1,356
Non-Discretionary
$9.9M
Accounts
17

ContactClients

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Individual Clients
238
AUM
$72.2M
HNW Individual Clients
247
AUM
$673.2M
Pooled Vehicle Clients
1
AUM
$2.2M
Pension/Profit Sharing Plan Clients
11
AUM
$19.2M
Charitable Organization Clients
5
AUM
$14.6M
Corporation or Business Clients
3
AUM
$839.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTXWA

HandshakeAffiliates

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

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