Confluence Financial Partners
Confluence Financial Partners (CRD# 311980) is a financial advisory firm headquartered in Mcmurray, PA. They manage $3,055,505,438 in 8,055 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management3,056MILLION
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Total Number of Accounts8,055ACCOUNTS
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Average Account Value$379,330
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI, WV
Rande Casaday (CRD# 1448816) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 38 years of experience in the finance industry.
Brandon Corlett (CRD# 5987965) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 11 years of experience in the finance industry.
Loren Fiffik (CRD# 4192103) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 23 years of experience in the finance industry.
Paul Frey (CRD# 2618343) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 28 years of experience in the finance industry.
Nathan Garcia (CRD# 4371490) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 22 years of experience in the finance industry.
Randall Holcombe (CRD# 6368503) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 9 years of experience in the finance industry.
Jonathan Jordan (CRD# 6240309) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 10 years of experience in the finance industry.
Kurt Kimmich (CRD# 2278503) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 31 years of experience in the finance industry.
Charles Kolias (CRD# 2236103) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 31 years of experience in the finance industry.
Brian Ripley (CRD# 4270614) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 23 years of experience in the finance industry.