Confluence Investment Management LLC
Confluence Investment Management LLC (CRD# 146019) is a financial advisory firm headquartered in Saint Louis, MO. They manage $7,762,231,795 in 17,031 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management7,762MILLION
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Total Number of Accounts17,031ACCOUNTS
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Average Account Value$455,771
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Bonnie Belskis (CRD# 1573667) is an Investment Advisor Representative working at Confluence Investment Management LLC in Naperville, IL and has over 29 years of experience in the finance industry.
Patricia Dahl (CRD# 2983778) is an Investment Advisor Representative working at Confluence Investment Management LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.
Thomas Dugan (CRD# 4862325) is an Investment Advisor Representative working at Confluence Investment Management LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.
Jason Gantt (CRD# 3167869) is an Investment Advisor Representative working at Confluence Investment Management LLC in Fairfield, CT and has over 16 years of experience in the finance industry.
Mark Keller (CRD# 1026805) is an Investment Advisor Representative working at Confluence Investment Management LLC in Saint Louis, MO and has over 40 years of experience in the finance industry.
Michael Kelnosky (CRD# 4273896) is an Investment Advisor Representative working at Confluence Investment Management LLC in Webster Groves, MO and has over 21 years of experience in the finance industry.
Thomas Knowles (CRD# 1856002) is an Investment Advisor Representative working at Confluence Investment Management LLC in Fuquay Varina, NC and has over 30 years of experience in the finance industry.
David Miyazaki (CRD# 2225242) is an Investment Advisor Representative working at Confluence Investment Management LLC in Saint Louis, MO and has over 22 years of experience in the finance industry.
Ronald Pond (CRD# 1345708) is an Investment Advisor Representative working at Confluence Investment Management LLC in Solana Beach, CA and has over 37 years of experience in the finance industry.
Michael Purcell (CRD# 1869196) is an Investment Advisor Representative working at Confluence Investment Management LLC in Winnetka, IL and has over 23 years of experience in the finance industry.