Be advised. This firm is no longer registered.

Confluence Wealth Management LLC

Confluence Wealth Management LLC (CRD# 107810) is a financial advisory firm headquartered in Portland, OR. They manage $782,223,295 in 1,373 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1211 Sw Fifth Ave, Ste 1200, Portland, OR 97204
http://www.chinookmanagement.com
By the Numbers
  • Total Assets Under Management
    782
    MILLION
  • Total Number of Accounts
    1,373
    ACCOUNTS
  • Average Account Value
    $569,718
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX, WA

Financial Advisors at Confluence Wealth Management LLC
No Advisor Found.

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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