Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $428,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at The Confluent Group, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.