Confluence Capital Advisors, LLC

Confluence Capital Advisors, LLC (CRD# 283467) is a financial advisory firm headquartered in , . They manage $37,584,726 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/company/confluence-capital-advisors-llc/
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $1,174,523
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Confluence Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jorge Alonso, financial advisor Encino CA
Jorge L. Alonso
CRD#: 7062927
Encino, CA

Jorge Alonso (CRD# 7062927) is an Investment Advisor Representative working at Confluence Capital Advisors, LLC in Encino, CA and has 1 year of experience in the finance industry.

2
Brett Cicinelli, financial advisor Woodland Hills CA
Brett K. Cicinelli
CRD#: 3122873
Woodland Hills, CA

Brett Cicinelli (CRD# 3122873) is an Investment Advisor Representative working at Confluence Capital Advisors, LLC in Woodland Hills, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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