Confluence Capital Advisors, LLC
Confluence Capital Advisors, LLC (CRD# 283467) is a financial advisory firm headquartered in , . They manage $17,000,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$5,666,667
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
Brett Cicinelli (CRD# 3122873) is an Investment Advisor Representative working at Confluence Capital Advisors, LLC in Encino, CA and has over 19 years of experience in the finance industry. Brett Cicinelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.