Confluence Investment Management LLC

Confluence Investment Management LLC (CRD# 146019) is a financial advisory firm headquartered in Saint Louis, MO. They manage $7,200,932,108 in 17,208 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
20 Allen Avenue, Ste 300, Saint Louis, MO 63119
https://www.linkedin.com/company/confluence-investment-management/
By the Numbers
  • Total Assets Under Management
    7,201
    MILLION
  • Total Number of Accounts
    17,208
    ACCOUNTS
  • Average Account Value
    $418,464
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Confluence Investment Management LLC
Showing 11 - 16 of 16 top financial advisors.
11
Matthew Sinkovitz, financial advisor Beachwood OH
Matthew D. Sinkovitz
CRD#: 6162699
3201 Enterprise Parkway, Suite 495, Beachwood, OH 44122

Matthew Sinkovitz (CRD# 6162699) is an Investment Advisor Representative working at Confluence Investment Management LLC in Beachwood, OH and has over 11 years of experience in the finance industry.

12
Tore Stole, financial advisor Saint Louis MO
Tore L. Stole
CRD#: 1470364
20 Allen Avenue, Ste 300, Saint Louis, MO 63119

Tore Stole (CRD# 1470364) 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.

13
James Taylor, financial advisor Naperville IL
James C. Taylor
CRD#: 836504
Naperville, IL

James Taylor (CRD# 836504) is an Investment Advisor Representative working at Confluence Investment Management LLC in Naperville, IL and has over 32 years of experience in the finance industry.

14
Gregory Tropf, financial advisor Beachwood OH
Gregory A. Tropf
CRD#: 4297797
3201 Enterprise Parkway, Suite 495, Beachwood, OH 44122

Gregory Tropf (CRD# 4297797) is an Investment Advisor Representative working at Confluence Investment Management LLC in Beachwood, OH and has 1 year of experience in the finance industry.

15
Daniel Winter, financial advisor Saint Louis MO
Daniel T. Winter
CRD#: 1851089
20 Allen Avenue, Ste 300, Saint Louis, MO 63119

Daniel Winter (CRD# 1851089) is an Investment Advisor Representative working at Confluence Investment Management LLC in Saint Louis, MO and has over 25 years of experience in the finance industry.

16
John Wobbe, financial advisor Saint Louis MO
John M. Wobbe
CRD#: 3114376
20 Allen Avenue, Ste 300, Saint Louis, MO 63119

John Wobbe (CRD# 3114376) is an Investment Advisor Representative working at Confluence Investment Management LLC in Saint Louis, MO and has over 25 years of experience in the finance industry.

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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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