The Confluent Group, LLC
The Confluent Group, LLC (CRD# 281363) is a financial advisory firm headquartered in Pacific Palisades, CA. They manage $30,000,000 in 70 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts70ACCOUNTS
Average Account Value$428,571
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Joe Solan (CRD# 2773102) is an Investment Advisor Representative working at The Confluent Group, LLC in Santa Monica, CA and has over 20 years of experience in the finance industry.
David Gross (CRD# 3265838) is an Investment Advisor Representative working at The Confluent Group, LLC in Pacific Palisades, CA and has over 13 years of experience in the finance industry.