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
Jackson Elizondo (CRD# 7067869) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 4 years of experience in the finance industry.
Sophia Hudson (CRD# 7259985) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has 1 year of experience in the finance industry.
Morgan Lee (CRD# 6972118) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 4 years of experience in the finance industry.
Katherine Montagazzi (CRD# 6958578) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 4 years of experience in the finance industry.
Melissa Pirosko (CRD# 7463903) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 2 years of experience in the finance industry.
Nicklaus Proud (CRD# 7284133) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 3 years of experience in the finance industry.
Sean Stevenson (CRD# 6901774) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 2 years of experience in the finance industry.
Corey Taylor (CRD# 7359976) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has 1 year of experience in the finance industry.
Gregory Weimer (CRD# 7116190) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 4 years of experience in the finance industry.