David MiyazakiCRD Number: 2225242
Current Firm: Confluence Investment Management LLC
David Miyazaki (CRD# 2225242) is an Investment Advisor Representative working at Confluence Investment Management LLC in Saint Louis, MO and has over 22 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Confluence Investment Management LLC||Saint Louis, MO||May 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2000|
Total Assets Under Management7,762MILLIONS
Total Number of Accounts17,031ACCOUNTS
Average Account Value$455,771
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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