Sign in
Create a free account
CONFLUENCE INVESTMENT MANAGEMENT LLC
SAINT LOUIS, MO
314-743-5090
SEC #801-68723Total AUM
$6.7B
Employees
55Clients
14,862Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
20 ALLEN AVENUE, STE 300
SAINT LOUIS
MO 63119
United States
SAINT LOUIS
MO 63119
United States
Operating Hours
8A.M. - 5P.M.
Monday - Friday
Monday - Friday
Phone
314-743-5090
Other Offices
3
Financials
Total AUM
$6.7B
Accounts
14,862Discretionary
$6.7B
Accounts
14,862Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
13,470AUM
$4.4B
HNW Individual Clients
1,016AUM
$1.8B
Investment Company Clients
2AUM
$49.8M
Pension/Profit Sharing Plan Clients
52AUM
$71.4M
Charitable Organization Clients
102AUM
$114.1M
Corporation or Business Clients
220AUM
$321.1M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MODEL PROVIDER, UIT SECURITY SELECTION AND SUPERVISION
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.