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
Scott Rogowicz (CRD# 5404283) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 15 years of experience in the finance industry.
Neil Rongaus (CRD# 4624174) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 21 years of experience in the finance industry.
Zachery Saunders (CRD# 6785476) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 6 years of experience in the finance industry.
Brian Stout (CRD# 2568318) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 24 years of experience in the finance industry.
Joseph Tabaka (CRD# 4047240) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 24 years of experience in the finance industry.
Michael Touscany (CRD# 2115465) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 33 years of experience in the finance industry.
Gregory Weimer (CRD# 1528413) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 37 years of experience in the finance industry.
James Wilding (CRD# 2356075) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 30 years of experience in the finance industry.
William Winkeler (CRD# 5668815) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 12 years of experience in the finance industry.
Charles Ziants (CRD# 6744108) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 6 years of experience in the finance industry.